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ChelseaHambletonAsked on October 6, 2021 at 2:32 AM
Hi,
Our jot form has a number of conditions built in which all our emails to workflow to different email address based off of the overall total.
This keeps defaulting to the wrong condition and the incorrect user then receives the wrong email.
It looks like our Dynamic Drop Downs widget (despite what it appears to say) is coming through as 'Training' which is triggering the incorrect workflow despite the total value of the form which should redirect the submission to 'idApprover "1"'.
The only other thing I can think of is that the 'Form Calculation Widget' isn't producing a numeric value and therefore is defaulting to the highest approver?
Not really sure. Please let me know if its conditional. I'm more than happy to make the changes.
If centre details CONTAINS "training", INSERT '6' INTO idApprover.
Thanks for your assistance.
Page URL: https://form.jotform.com/201410396999868 -
Tommaso_FReplied on October 6, 2021 at 4:57 AM
Hello Chelsea,
Could you please be so kind to tell us what would you like to achieve with this flow? Please explain us the workflow and we will be happy to rework it if needed.
Regards. -
ChelseaHambletonReplied on October 7, 2021 at 9:25 PM
Hi,
We're trying to get the workflow to divert to different people based off of the total amount of the form.
The idapprover and e_approver should match numeric values and this triggers the email address that is used as the email recipient.
I hope that clears it up.
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Jong_P Jotform SupportReplied on October 7, 2021 at 10:05 PM
Hi,
Thank you for providing the details.
I would like to ask you just one more question so that we can understand the flow better.
You have said that the "idapprover and e_approver should match numeric values". Then, I am assuming you would like to assign the same number code like "idapprover no." shown in the above table? Are they the same entities then?
Sorry for the somewhat obvious question, but I just wanted to make sure.
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ChelseaHambletonReplied on October 27, 2021 at 8:24 PM
Hi,
Yes this is correct. These values should match. This is all for the same entity. We have a secondary form for the other which I'll apply those changes to, once we are able to resolve.
Kind regards,
Chelsea Hambleton
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Yau_CReplied on October 27, 2021 at 11:42 PM
Please allow me some time to check. I will get back to you soon, thanks.
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Yau_CReplied on October 28, 2021 at 6:58 AM
Hi,
The idapprover and e_approver should match numeric values
Should I interpret this statement as "idapprover and e_apporver should both be numeric values",
in other words they should trigger an error message if 'text string' is entered.
If not, please specify which numeric value should they match.
ii./ Secondly, this e_approver field is a short-text field.
You are basically assigning email address to this text field base on the value of idApprover.
But then you mentioned, ' incorrect user then receives the wrong email.'
I don't understand the relationship between this e_approver and the recipient of your email message.
Could you further elaborate on this please?
Here is the current settings of your auto-responder. You only have an auto-responder set up, without any Notification-email.
You can clearly see that the recipient is the Email field, not the e_approver field.
Could you explain what are you trying to achieve please?
iii./
Could you please explain what other purpose or function does this idApprover variable serve besides help making decision on which email address to assign to e_approver?
Looking forward to your reply.
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ChelseaHambletonReplied on October 31, 2021 at 7:09 PM
Hi,
When you clone the jotform, not all the email types come across. For whatever reason they just drop away. I just use the original form as a reference and add them back.
We have multiple autoresponders set up. Please see below list:
The wrong email recipient is receiving the 'To Approver2' email, as it is not within their DOA range. Not sure why this condition isn't working.
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Laura JotForm SupportReplied on October 31, 2021 at 8:45 PM
Hi,
The Autoresponder To Approver2 seems to have two almost identical conditions. Could you check the Total Amount settings for the conditions?
One of them is If Total Amount is Greater than 10000, and the second If Total Amount is Less than 10000.01.
Could you also kindly combine these conditions?
You can remove the second condition where the Less Than is declared, and add the Less Than clause to the first condition. This should make sure that the conditions are not conflicting with each other. -
ChelseaHambletonReplied on October 31, 2021 at 9:23 PM
Hi,
Thanks for noticing these rules.
I believe I need these to clarify the difference between the endorsed write off amount and the non-endorsed and trigger their email flows. Instead of combining them to one rule, would shifting the 'Less Than' total to 10,000.00 and the 'Greater Than' rule to 10,000.01 work?
I think these totals might be doing it.
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Laura JotForm SupportReplied on October 31, 2021 at 10:38 PM
Hi,
Can I confirm that do you want to send the email only when the amount is exactly 10,000?
If that is the case, you can actually switch the condition to be "If Equals" and enter 10,000 to the condition. -
ChelseaHambletonReplied on October 31, 2021 at 10:46 PM
Hi,
No, it still needs to be in a range. I'm going to switch the amount between the rules because this should stop the conflict.
Current:
Greater than 10,000.00
Less than 10,000.01
New Change:
Greater than 10,000.01
Less than 10,000.00
Good spot! Will let you know if I have any further issues.
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Laura JotForm SupportReplied on October 31, 2021 at 11:49 PM
Hi,
Thank you for the clarification.
Please let us know if you would encounter any issues with the form in the future.