Workflow approval with multiple recipients

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    journeystn
    Asked on March 30, 2022 at 01:26 PM

    Hello,

    I'm curious about something. If I have the approval email in a workflow going to multiple recipients, does only the first person to respond decide definitively if the request is approved or denied? What happens if one of the other recipients were to attempt to approve or deny after the initial person has already approved or denied? In this situation, the workflow is set up to NOT require a login.

    Thanks!


    Mark B.

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    Mightor
    Answered on March 30, 2022 at 05:08 PM

    Hello Mark,

    Although having multiple approvers for each approval step isn't possible yet. The closest that you can do is to create Parallel Approvals which sends request to multiple people and have one or all of them decide on the result. You can read more about Parallel Approvals on this page.


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    Mark Bell
    Answered on March 31, 2022 at 02:11 PM

    Well, it actually is possible not with Jotform alone, but I've set up an email distribution group and have the approvals going to that distribution group.

    So far in testing, it appears to be working fine, although one of the recipients for some reason is being asked to log in to approve, while the others are not. Also, for some reason the option to require login for approval or not is missing on all of my approvals. See screenshot below:

    1648750277_6245eec5b3ba0_missingoptionjo

    Any idea what is happening with the require login for approval? I've tried in multiple browsers and endpoints.

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    Mightor
    Answered on March 31, 2022 at 04:16 PM

    I apologize I misunderstood your initial question. I'm glad you're able to figure out your approval workflow.

    I've moved your other query to another thread for uniformity.


  • Profile Image
    journeystn
    Answered on March 31, 2022 at 05:21 PM

    No problem. Thanks much! It's been very useful. We are not seeing duplicate approvals of the same items so far, so that's what made me wonder about it.