Send different approval workflow's to different people depending on form input.

  • Zack Stewart
    Asked on August 17, 2023 at 4:30 PM

    Hi,

    We are evaluating Jotform for our company and need assistance/walkthrough on the Automation feature. Is there anyone available that could call me or screen share a call walkthrough?

    We need to verify how to send 2-3 different approval workflow's to different people depending on the input to the form.

    Please call me at 952-412-0920

    Thank you,

    Zack

  • Amin_N
    Replied on August 17, 2023 at 10:12 PM

    Hi Zack,

    Thanks for reaching out to Jotform Support. Please note that we provide phone support only for our Enterprise users. As for your concern, it's possible to have conditions in your approval workflow based on the input or selection in a specific form field as follows:

    1. From the Elements menu, drag and drop the If-Else Condition to your workflow canvas.add if else condition Screenshot 10
    2. Click on the Gear icon next to the element to set up your conditions.approvals gear icon Screenshot 21
    3. In the opened window, set up condition for your needs. Once you’ve configured the conditions, don’t forget to click the Save button to save your changes. 
      set up if else condition approvals Screenshot 32

    Full guide: How-to-set-up-an-if-else-condition-element-with-jotform-approvals

    Let us know if there’s anything else we can help you with.