How to setup a group approval?

  • Plataforma_Comercial
    Asked on June 14, 2024 at 11:15 AM

    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

  • Ronald JotForm Support
    Replied on June 14, 2024 at 11:27 AM

    Hello Plataforma_Comercial,

    Thanks for reaching out to Jotform Support. We have forwarded this issue to our relevant team. Please give us more time to check on this.

    We will get back to you as soon as possible, we appreciate your patience on this.

  • Ronald JotForm Support
    Replied on June 14, 2024 at 12:20 PM

    Hello Plataforma_Comercial,

    You can set up your Approval's Completion Rule to Require response from majority so that 3 out of 5 approvals are needed for the submission to be approved. If there are cases of a tie, the first approval response will be the deciding factor. It is very easy to do. Let me show you how:

    1. In Approvals, select your Approval block and click on the Gear Icon.
    2. Set up the Completion rule to Require response from majority.

    How to setup a group approval? Image 1 Screenshot 20

    We also have a guide here that you can check out to learn more about this.

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

 
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