How do you tie conditional email routing to approval routing?

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    sdorado
    Asked on January 12, 2022 at 09:26 PM
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    Sam_G
    Answered on January 13, 2022 at 03:26 AM

    Hello Sdorado,

    This is certainly possible, and can be accomplished using an IF/ELSE statement. The User Guide below should walk you through the process that you will follow to set up this statement - https://www.jotform.com/help/1463-how-to-set-up-an-if-else-condition-element-with-jotform-approvals

    If you encounter any additional issues getting this workflow set up, please provide us with the URL of the form in question, as well as a brief explanation of how the emails should be split amongst the 3 possible recipients, and we will help you create a mock-up form to show how this Approval should be created.

    User Guide- https://www.jotform.com/help/401-where-to-find-my-form-url

    Thank you!

  • Profile Image
    sdorado
    Answered on January 13, 2022 at 07:55 AM
    Hello Jotform
    I would deeply appreciate the support.
    The URL to the form in question is: https://form.jotform.com/213627870079059
    My intent is to have the approval flow follow three points of logic.
    1. The 1st approver should be the Division Manager, listed on the form – that should set an approval email to be sent to:
    2. The 2nd approver should be the Regional Manager, listed on the form – that should set an approval email to be sent to:
    3. The 3rd approval (if it is a position that requires experience – a question also listed on the form) would be our COO – Rkaster – This should send an email back to the first 2 and an auto-notification of the approval to the submitter – End sequence.
    I have one approval flow set up on the approvals page. If this works, I want to copy this – 15 more times.
    Your guidance on if I can simplify this would be greatly appreciated.

    Sara Dorado, SPHR
    Talent Acquisition Director
    sdorado@benesch.com
    direct: 312-819-8246 mobile: 773-590-3014 office: 312-565-0450

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    Gaetan_B
    Answered on January 13, 2022 at 08:02 AM

    Hello,

    Thank you for letting us know your workflow.


    I am not 100% sure that would fit your workflow, but you could check the "Conditional Branch"

    1642078922_61e022ca971b1_


    This one allows you to define multiple outcome at once, so it could potentially simply your workflow.


    Best regards