Our form keeps defaulting to the incorrect workflow

  • Profile Image
    ChelseaHambleton
    Asked on October 06, 2021 at 02:32 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.


    1633501467_615d411bc0673_

    1633501490_615d4132e327b_

    If centre details CONTAINS "training", INSERT '6' INTO idApprover.

    1633501565_615d417d65df2_1633482217_615cf5e9dff50_

    Thanks for your assistance.



  • Profile Image
    Tommaso
    Answered on October 06, 2021 at 04:57 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.

  • Profile Image
    ChelseaHambleton
    Answered on October 07, 2021 at 09:25 PM

    Hi,


    We're trying to get the workflow to divert to different people based off of the total amount of the form.

    1633656104_615f9d2819bed_

    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.

  • Profile Image
    Jong-bum
    Answered on October 07, 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.

  • Profile Image
    ChelseaHambleton
    Answered on October 27, 2021 at 08:24 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

  • Profile Image
    Yau
    Answered on October 27, 2021 at 11:42 PM

    Please allow me some time to check. I will get back to you soon, thanks.

  • Profile Image
    Yau
    Answered on October 28, 2021 at 06:58 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.

    1635417952_617a7f60ed56e_

    1635417987_617a7f834ecf5_

    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.

    1635418294_617a80b6426e9_

    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./ 1635418497_617a818119c79_

    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.

  • Profile Image
    ChelseaHambleton
    Answered on October 31, 2021 at 07:09 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:

    1635721318_617f2066c3a17_

    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.


  • Profile Image
    Laura
    Answered on October 31, 2021 at 08:45 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.

    1635727157_617f3735bde51_2conditions.png

  • Profile Image
    Laura
    Answered 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.

  • Profile Image
    Laura
    Answered 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.