How to send an approval based on a user input amount?

  • ivonnenajera
    Fecha de consulta 21 de mayo de 2024, 18:13

    Hola!

    Quisiera saber si es posible que el formulario llegue a un validador dependiendo de una cantidad, es decir, cuando no supere determinado monto ($) esta solicitud no deberá pasar a validación por Dirección (edgar.serrano@merun.mx) si no que solo con la validación de luis.santamaria@merun.mx se apruebe y cuando supere determinado monto ($) entonces si tenga que forzosamente pasar por validación de Dirección (edgar.serrano@merun.mx)

    How to send an approval based on a user input amount? Image 1 Screenshot 20


    Gracias.

  • Mightor Jotform Support
    Fecha de respuesta 21 de mayo de 2024, 20:59

    Hi ivonnenajera,

    Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, coming back to your question, yes, your workflow is possible. But, you must add a Number field in your form, so you can create a Greater Than/Less Than condition in your Approval Flow.

    How to send an approval based on a user input amount? Image 1 Screenshot 20

    Let us know if you have any other questions.

  • ivonnenajera
    Fecha de respuesta 31 de mayo de 2024, 12:07

    Hola!


    No me da la opción "igual o menor que", solo entiendo que me permite si le escribo determinado monto y si solo trae ese monto entonces paran a este validador (luis.santamaria@merun.mx)

    How to send an approval based on a user input amount? Image 1 Screenshot 20

    Como se debe indicar para que: si las solicitudes son de $0 y hasta $2,000 le lleguen solo a luis.santamaria@merun.mx y no requieran la validación de edgar.serrano@merun.mx ?

    y si superan los $2,001 entonces pasen directo a edgar.serrano@merun.mx

    Por favor si me pudieran guiar, gracias.

  • Jemuel Jotform Support
    Fecha de respuesta 31 de mayo de 2024, 15:02

    Hi ivonnenajera,

    Thanks for getting back to us. I'll need a bit more time to check on this. I'll get back to you as soon as I can.

  • Jemuel Jotform Support
    Fecha de respuesta 31 de mayo de 2024, 15:15

    Hi ivonnenajera,

    Thanks for your patience, we appreciate it. Upon review, I noticed that your Costo field is currently a short text element. As my colleague mentioned, you will need to add a Number field to your form. This will allow you to create Greater Than/Less Than conditions in your Approval Flow. Let me show you how to add a Number element to your form:

    1. In Smart PDF Form, click on Add Form Elements.
    2. Under Basic, drag and drop the Number to add it to your form. That's it. How to send an approval based on a user input amount? Image 1 Screenshot 30

    Here's my result:How to send an approval based on a user input amount? Image 2 Screenshot 41Let us know if you have any other questions.

  • ivonnenajera
    Fecha de respuesta 31 de mayo de 2024, 15:39

    No me queda claro sobre cual condición de las dos que tengo al inicio aplicarlo, o es en ambos?:

    How to send an approval based on a user input amount? Image 1 Screenshot 30


    y una vez realizado es "TODO" o "CUALQUIERA" ?

    How to send an approval based on a user input amount? Image 2 Screenshot 41

    Gracias.

  • Mightor Jotform Support
    Fecha de respuesta 31 de mayo de 2024, 16:53

    Hi ivonnenajera, 

    Thanks for getting back to us. I can see that you've applied the 'Greater Than/Less Than condition' on both of the conditions in your screenshot. Both conditions will only be activated if the conditions that you've set are met. That means, you'll need to decide if you want to keep that current flow or revise it. That's the same with "All" and "Any". If you set the condition to "All", all the conditions that you set must be met for the condition to be activated. And if you set the condition to "Any", any conditions that are met will activate the condition. This all boils down on how you want to create your Approval Flow. Once you've made a decision on how you want to the Approval Flow to be, check our guides on this page about Jotform Approvals.

    Let us know if you have any other questions.


  • ivonnenajera
    Fecha de respuesta 1 de junio de 2024, 20:29

    Hola!

    Muchas gracias, ya hemos decidido como se aprobará, de momento me pudieras decir si es correcta la programación? esta se pretende que: cada formulario enviado... debe obedecer a:

    Aprobará dependiendo a que supervisor se seleccionó entre luis.santamaria@merun.mx y arturo.lopez@merun.mx (gerentes) siempre y cuando sean montos menores que $2,001 .

    Y

    Si supera los $2,000 no importa quien sea el supervisor, el formulario deberá ser aprobado por edgar.serrano@merun.mx (dirección)

    How to send an approval based on a user input amount? Image 1 Screenshot 20


    Gracias.

  • Mary Eden Jotform Support
    Fecha de respuesta 1 de junio de 2024, 22:41

    Hello Ivonne, 

    Thanks for getting back to us and we’re sorry you’re having trouble with this. I've highlighted these two If/Else conditions for Luis and Arturo. Please set them to "ALL" to ensure that the approval is sent to the intended approver. Take a look at the screenshot below to see what I'm referring to:

    How to send an approval based on a user input amount? Image 1 Screenshot 20

    Give it a try and reach out again if you have any other questions.

  • ivonnenajera
    Fecha de respuesta 3 de junio de 2024, 19:54

    Buena tarde Equipo Jotform, estamos muy entusiasmados de utilizar este formulario con nuestro equipo, solo nos quedan ajustar unos detalles, ya que en este primer envío que realizó JESUS aparece en el asunto numeración duplicada "0002001" debería de ser nadamas: "MERUN_SOLICITUD DE RECURSOS 0002".

    How to send an approval based on a user input amount? Image 1 Screenshot 60 Screenshot 10

    Y como solucionar el tema de los 3 correos que le llegan al validador?


    le llega este 1:

    How to send an approval based on a user input amount? Image 2 Screenshot 71 Screenshot 21


    Le llega este 2:

    How to send an approval based on a user input amount? Image 3 Screenshot 82 Screenshot 32


    y le llega este 3:

    How to send an approval based on a user input amount? Image 4 Screenshot 93 Screenshot 43

    Por lo que, si le retiro los correos en esta parte...

    How to send an approval based on a user input amount? Image 5 Screenshot 104 Screenshot 54

    afecta el flujo de aprobación o lo sigue respetando? esto a modo de omitir al menos el correo "1".

    Muchas Gracias.

  • Mary Eden Jotform Support
    Fecha de respuesta 3 de junio de 2024, 20:32

    Hello Ivonne, 

    Thanks for getting back to us and we’re sorry you’re having trouble with this. I answered your other question on a new thread. You can go ahead and check that out here. 

    Thanks for your patience and understanding, we appreciate it.