Approval Workflow: If/Else condition what will direct to specific people?

  • rachaelwattimena
    Asked on June 22, 2022 at 10:48 AM

    For conditional approval flows, can we have multiple "contains "value"" that lead to specific people for approval?


    The flow would be:

    Sign document > if/else condition (if value contains x, it will go to y person to sign, with multiple options) > end

  • Camila JotForm Support
    Replied on June 22, 2022 at 11:41 AM

    Hello Rachael,

    Thanks for reaching out to Jotform Support. Let me look into it and get back to you with a solution.

    Let us know if you need any help.

  • Camila JotForm Support
    Replied on June 27, 2022 at 3:46 PM

    Hello Rachael,

    Thanks for patiently waiting. Yes, it's possible using Conditional Branch. Let me show you how to set that up:

    • In Form Elements, on the left side of the screen, click on Short Text field (3 Short Text fields) and Email Field.

    It will look like this:

    1656358528 62ba0680bbf41  Screenshot 10

    • In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
    • Click on Approval Flows on the left side of the screen.
    • In Approval Flows click Create an approval flow.

    1656358706 62ba07328bf0f  Screenshot 21

    • In Approval Flow, add Conditional Branch and 3 Email Field.
    • Copy the Approval Flow below:

    1656358824 62ba07a8f3726  Screenshot 32

    1656358843 62ba07bbbb2e6  Screenshot 43

    1656358850 62ba07c2d1740  Screenshot 54

    Check out the screencast below:

    1656359128 62ba08d8b7270 Test Screenshot 65

    You may check out this guide about How to Set up a Conditional Branch Element with Jotform Approvals.

    Give it a try and reach out again if you have any other questions.