Leave Request Form approval flow

  • Shabina_shabina
    Asked on February 9, 2022 at 10:06 PM

    Hi there


    I have created a leave form and approval flow :


    Few issues :

    On form can I hide below fields from users and only visible to maangers approval , the one selected as manager by user

    1644462197 620480752f55f  Screenshot 10 managers approval



    On approval flow :

    Link for approval flow


    https://www.jotform.com/workflow/213347454599972/build


    How can only the manager approves the leave form , not the one named in approval report.

    Presently if manager is selected as Mr Glen Smith by user , Ms sweta can also approve the form which is not correct , I only want Sweta as FYI


    I really need to fix this issue , pls do not refer me to guide to read, i need to know where the issue in approval flow? or Email conditions ?


    Thanks

  • Christian JotForm Support
    Replied on February 10, 2022 at 1:28 AM

    Hi there,

    I got to review your approval flow, when the manager selected is Glen Smith, the approval email only goes to Glen Smith, he is the only approver on that conditional branch, and only an Approval Report email goes to Ms. Sweta. This setup, I believe is already what you're trying to achieve.

    If you see otherwise, can you send us a screenshot of a submission where Glen Smith is selected as a manager and an approval email was also sent to Ms. Sweta, and may we have the submission ID?

    We will wait for your response. Thank you!

    Regards,

  • Shabina_shabina
    Replied on February 10, 2022 at 3:14 PM

    Hi Christian


    Referring to the response I received ,

    Just now i submit a form to Glen smith manger :

    I got two emails screen shot below and Sweta and Cobus got it as well


    1644523687 620570a74baba  Screenshot 10




    1644523668 6205709431236  Screenshot 21

    If I click on edit submission I can also approve the leave application which should be allowed


    1644523853 6205714d91b2d  Screenshot 32

    If cobus click on edit submission he can approve /reject which should not be allowed how to fix this


    Who so ever is replying pls see the thread and then reply pls do not send a new issue or something new


    I am not sure is it because of below emails seeings under emails There is emails notification 1 set as below


    1644523972 620571c430ddd  Screenshot 43

    Thanks



  • Harvey JotForm Support
    Replied on February 10, 2022 at 5:26 PM

    Hello,

    Thank you for providing us with the information.

    The approval email that is based on your approval workflow on your form should only be sent to the manager that is selected on the drop-down menu of the form. The email that the other managers are receiving after the user submitted the form is a notification email that has the edit link which is sent to all emails added as a recipient of the notification email.

    To prevent them from receiving the notification email you can delete the current notification email and instead of adding the edit tag on your notification email, you can directly add the edit tag/link on the approval email being sent.

    To do so. Open your approval workflow and open the approval properties of the manager by clicking settings then click on edit on Customize Approval Request Email.

    1644531639 62058fb7df5bd  Screenshot 10

    Once the email editor is opened you can add then customize the email and add the edit tag {edit_link}.

    1644531898 620590bae02e7  Screenshot 21

    Please note that you would need to edit the approval for each manager that is on your approval workflow.

    I hope this helps.

    Let us know if you have any questions.

  • Shabina_shabina
    Replied on February 10, 2022 at 5:58 PM

    Thank you :)


    Looks all sorted


    Magic Thanks Harvey