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    I am trying to do the approval work flow and it isn't working the way I am reading it should.

    Asked by agrullon on March 30, 2016 at 01:05 PM

    When I submit the top portion it sends it but when I go to approve it it doesn't send an email to the employee with my response.

    What am I doing wrong?

    Page URL:
    https://form.jotform.com/60885307247158

    flow email email TO send an email workflow approval conditions
  • Profile Image
    JotForm Support

    Answered by Nik_C on March 30, 2016 at 03:21 PM

    I tested your form and i receive all the emails you have set up. However, your form does not have the conditions needed for what you are trying to achieve.

    In the current setup, all the emails are sent when the user presses the submit button. You could add a condition that will check if the user entered Access code and then if the access code is equal to your code it can send the email address.

    Could you please explain your workflow so we could provide a solution for you?

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    Answered by agrullon on March 30, 2016 at 03:56 PM

    I would the first submit button to go to someone for approval

    The person approving will put in the access code and approve or deny it

    Once that person had approved or denied it it will go to the person who filled out the form

    I would also like both submissions to come to my email.

  • Profile Image
    JotForm Support

    Answered by jonathan on March 30, 2016 at 06:26 PM

    Your requirement is very much possible using the following technique descrribed on the following user guides:

    I would the first submit button to go to someone for approval

    #1 Use Edit Link on the Email

    user guide: How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

     

    The person approving will put in the access code and approve or deny it

    #2 Since the approving person knows the approval code, they can approve or deny it. A separate email can be send base on the selection (approve or deny)

    user guide: How-to-send-to-a-specific-email-address-based-on-a-selection

     

    Once that person had approved or denied it it will go to the person who filled out the form

    #3 The Autoresponder Email on the form will do this. Since the form submitter will provide their email address, the auto email will be sent to the original form submitter

    user guide: Creating-a-Form-Autoresponder

     

    I would also like both submissions to come to my email.

    #4 Add a Notification Email on the form so that it will always send submission email to your email address

    user guide: Setting-Up-Email-Notifications

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    A similar discussion with solution you can also refer to here

    http://www.jotform.com/answers/742263-How-to-create-an-approval-workflow

     

    I will also create a demo using your form https://form.jotform.com/60885307247158 so that I can further show you how it can work. I'll update you later as soon as I have a demo available.

    Thank you.