Completing an approval flow with only one of the two approvers approving/denying.

  • Jazmine Vargas
    Asked on May 27, 2022 at 12:04 AM

    I am attempting to have two people be approvers, with only one signature being needed. So,

    (Manager A signs OR Manager B signs) ----> Approve/Deny email is sent

    But then how can I have access expire for the other once one manager has signed off? Right now the approval flow is working correctly and pushing the approval through with only one email. My problem is that the other optional signature is still shown as "Pending". Can I fix this?

  • Christian JotForm Support
    Replied on May 27, 2022 at 2:01 AM

    Hello Jazmine,

    Thanks for reaching out to us for help. I am assuming you're it the Reimbursement Form you're referring to; if that's correct, let me walk you through how to complete the approval flow without the need for both the approvers to sign:

    1. Click on the Add Element button on the left.
    2. Add the Merge element, then click on its Gear icon.
    3. Select Wait for any of the branches to be completed.

    1653630364 6290659c4fb76  Screenshot 10

    Doing so will automatically complete the flow if at least one of the approvers approves and signs the submissions. Also, using Approval & Sign instead of the Approval element will eliminate the need for the signature field on the form designated for the approvers:

    1653630566 62906666afee2  Screenshot 21

    After following the steps above, check out the screencast below to see how it works:

    1653631013 629068258cb37 Approve & Sign Screenshot 32

    Give it a try, and let us know if you need any help.