How to configure Group Approval?

  • MCI_Macau
    Asked on June 17, 2024 at 9:11 AM

    Hi there,

    Now that if there is a tie on group approval, the first response "wins". We are seeking to have the system configured in a manner where a denial from any party results in the entire application being denied.

    If such functionality is not already integrated, we strongly urge its consideration, as this practice is incongruent with a structured corporate approval process. It is important to ensure that decisive action is taken in such scenarios, as opposed to treating it as a mere voting exercise.

    Thanks a lot!

  • Shirized JotForm Support
    Replied on June 17, 2024 at 9:21 AM

    Hi MCI_Macau,

    Thanks for reaching out to Jotform Support. You can set up your Approval's Completion Rule to Require a response from the majority so that 3 out of 5 approvals are needed for the submission to be approved. The initial approved response will be the deciding element in circumstances where there is a tie.  Let me show you how to do it:

    1. In the Jotform Approval Builder, click the gear icon of the Approval or Approve & Sign element to open its properties.
    2. Go to the Approvers section.
    3. Next, enter the email addresses of the approvers. You’ll automatically see the Completion Rule dropdown when you have multiple approvers.

    How to configure Group Approval?  Image 1 Screenshot 20

    You might also want to check this guide How to Request a Group Approval With Jotform Approvals for more information.

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Keep us updated and let us know if you need any more help. 

  • MCI_Macau
    Replied on June 19, 2024 at 3:47 AM

    Hi Shirized,

    Thank you for the response but I feel our request is not being understood.

    Currently, the approval process is under the rule fo this: "In the case of a tie, the majority outcome with the first response is used."

    We do not want the application to be approved when any of the approvers deny it - whether it is a tie, or the deny is a minority vote.

    Thanks a lot!

  • Mahmoud JotForm Support
    Replied on June 19, 2024 at 4:34 AM

    Hi MCI_Macau,

    Thanks for providing more details regarding your request. Unfortunately, it is not possible to achieve this using the group approval element. I suggest you use the approval branches, so you can deny the submission if only one of the approvers denies it. Let me show you how:

    1. Combine the Approve branches from multiple approvers and the Denied branches from multiple approvers using the Merge Branches element.
    2. Go to the Settings of the Merge Branches element and select Wait for any of the branches to be completed in case of Deny approval.

    How to configure Group Approval?  Image 1 Screenshot 20

    Give it a try and let us know how it goes.

 
Your Answer