Approval Flow: 1.Are approvers required to have a Jotform account? 2.Setting up Conditional Branch in Approval Flow

  • guifromtoulon
    Demandé le 25 novembre 2023 à 12:42

    Bonjour,

    Concernant le flux d'approbation, est-ce possible de le mettre en place vers des utilisateurs qui n'ont pas de compte utilisateur jotform ?

    Egalement est-il possible d'orienter le flux vers un utilisateur en particulier en fonction d'un champ du formulaire de façon à ce que le destinataire soit celui qui correspond à la réponse choisie ?

    En vous remerciant par avance pour votre réponse.

    Merci beaucoup.

    Guillaume.

  • Mafe_M Jotform Support
    Répondu le 25 novembre 2023 à 15:33

    Hi guifromtoulon,

    Thanks for reaching out to Jotform Support. Unfortunately, our Italian 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 Italian, 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, let me help you with your question. The approvers need not be Jotform users. You can input any email address to assign them a role in your workflow. You can also disable the 'Require Login to Approve' option. This option is enabled by default. Let me show you how to disable it:

    • In Approval Builder, click on one of your approver fields, and then click on the Gear icon to open Approve and Sign Properties.  
    • Under the General tab, scroll down and disable or enable the Require Login For Approver option. That's it.

    Approval Flow: Are approvers required to have a Jotform account? Image 1 Screenshot 20 Screenshot 10

    However, approvers who do not have an account would not have access to the form's Inbox. Instead, they will be redirected to a page where they can approve or deny only. This is what it looks like on their end:

    1665163876 6340626483db2  Screenshot 21 Screenshot 31 Screenshot 21

    As for your other question on redirecting the flow toward a particular user, what you can do is set up a conditional branch in the approval flow.

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

  • guifromtoulon
    Répondu le 26 novembre 2023 à 10:13

    Thank you very much.

    It's totaly clear.

    Have a nive day.

    I'll try today.