Approval Workflow - Add comment to the Deny email being sent

  • vht624
    Asked on July 7, 2022 at 12:54 PM

    Good morning,

    I have created an approval flow for my form and I would like the ability to add a comment to the payer's email if denied. Is this possible?

    Ms. V

  • Harvey JotForm Support
    Replied on July 7, 2022 at 2:47 PM

    Hi Ms. V,

    Thanks for reaching out to Jotform Support. Yes. You would need to require a comment on the approval element of your workflow and then add the approval commend field on the email sent after being denied. Let me show you how:

    • Open your Approval Workflow and click on the Approval Element.
    • Click on the Gear Icon to open its properties then click on the Advanced tab.
    • Enable the Require Comment feature. 2e04bfb8b2838171455bbab9056cb17e Screenshot 10
    • Click on the Email element being sent after denying and click on the Envelope icon.
    • On the email content editor click on the Approval fields and select Approval Comment.
    • Click on Save to apply changes. a2b396cf3ce3c20200dfe729f9a255a7 Screenshot 21

    That's it. The approval comment should now be added to the email that is being sent when the outcome that your approver chose is denied. And your approvers would need to add comments to whatever outcome they choose.

    Let us know if you have any questions.


  • vht624
    Replied on July 7, 2022 at 4:23 PM

    Greetings,

    thank you for your response. I followed the steps as given, but I still cannot advise the payer of the reason for the denial. I entered the approval comment, but when I receive the email to approve or deny and I select deny, there is no where to insert the comment so the payer receives it. Maybe I am missing a step.

    Ms. V

  • Harvey JotForm Support
    Replied on July 7, 2022 at 6:06 PM

    Hi Ms. V,

    Thanks for getting back to us. Is the Receipt of Money Form the one that you are trying to add the denied approval comment to? If yes, I've checked your approval workflow and you have multiple Approval Elements that aren't being used which results in the wrong approval and sign comment field being added to the email. I highly suggest deleting any approval elements that are not connected to your main approval workflow to avoid any issues and then removing the approval comment field on the email and adding it back again.

    Also, In the steps that I have sent, I added the approval comment field after the message 'Your request has been denied' if you wish to add it to the email tables your would need to add an additional row and include the approval field in there. Here is a demo cloned form where the steps above are added with the correct approval field. If you wish to check the form further you can clone this form into your account using this guide.

    Sample output:

    1657231361 62c758010c661  Screenshot 10

    1657231393 62c758219f692  Screenshot 21

    Let us know if you have any questions.


  • Ms. V
    Replied on July 7, 2022 at 6:15 PM

    hi Harvey,

    Thank you for your expedient response. I tested the clone and it did exactly what I am looking for. NOW- can I do that - hmmmmmmm!!!

    I will make every effort and pray I don't thoroughly mess up everything I have done.

    Ms. V