Problems with the approval flow

  • Plataforma_Comercial
    Asked on June 13, 2024 at 4:44 PM

    I am looking for a solution for my approval flow. I currently have an element of approving and signing for five people, but I cannot find the logic indicated for my needs. I need it to follow the following logic:


    - 3 approvals + 2 rejections = approval

    - 2 approvals + 3 rejections = rejected

    - 2 approvals + 2 rejections + 1 no response = Final signature expected


    In conclusion, I send 5 emails to sign, but I need 3 approved or rejected signatures to be able to continue with the flow

    We were thinking about how to do it, but we could not come up with a solution. Do you have any ideas?


    Thanks and greetings

  • Aries JotForm Support
    Replied on June 13, 2024 at 5:04 PM

    Hi Plataforma_Comercial,

    Thank you for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

  • Plataforma_Comercial
    Replied on June 14, 2024 at 10:09 AM

    hello?

  • Aries JotForm Support
    Replied on June 14, 2024 at 4:16 PM

    Hi Plataforma_Comercial,

    Thanks for your patience. I cloned and tested your form. After carefully checking, you will need to use one approval element to achieve this. See the screenshot below:

    Problems with the approval flow Image 1 Screenshot 30

    • In the approval workflow, click on the gear icon.
    • Then you need to add all signer's email addresses.
    • Next, is to set completion rule to require certain responses
    • Set the number of responses to either 5 or 3, depending on the condition outcome.

    Problems with the approval flow Image 2 Screenshot 41

    Give it a try and let us know if you have any other questions.


 
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