If process on Approval Workflow

  • olivier.genet
    Asked on February 11, 2022 at 11:37 AM
    If I create an Approval/Workflow for this form. The client fills it and in this form I added the Appointment field for the client's employee. If the client leaves it empty. Is it possible in the Approval process to put an "If" process like that when the client sends us the request with the "appointment" field empty, we approve and then the employee receives an email to fill the "appointment" field?
  • Harvey JotForm Support
    Replied on February 11, 2022 at 11:56 AM

    Hello,

    Yes, we have an approval element for an if/else condition where you can add this element to your approval workflow and set a condition that if the appointment field is empty after you approve or deny the approval you can send an email to the user that contains the edit link to fill in the appointment field.

    1644598437 620694a5a11f2  Screenshot 10

    Sample approval flow:

    1644598499 620694e3a7346  Screenshot 21

    Related guide: How to Set up an If-Else Condition Element with Jotform Approvals

    I hope this helps.

    Let us know if you have any questions.