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Héloïse TherratAsked on June 26, 2024 at 2:24 PM
Hi,
I am new to the approval functionality. Is it possible to have separated the emails based on the state entered in the form from the user?
For example, in my branch, if a user submits a form saying they are from Delaware, Maryland, or Washington DC, I would want to receive the email for approval. But if someone from the Los Angeles branch had a user in California, I would want them to receive the approval email instead of me.
Thank you
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Princess_FReplied on June 26, 2024 at 4:13 PM
Hi Héloïse,
Thanks for reaching out to Jotform Support. Yes, you can set different email approvers for each scenario. Let me show you how to set that up:
First, we need to create an approval flow:
- In Form Builder, click on Settings in the orange navigation bar at the top of the page.
- On the left side of the page, click on Approvals. Then, click on Create an Approval Flow.
Second, let's Set Up a Conditional Branch:
- In Jotform Approvals, click Add Element button and add the Conditional Branch element to your workflow.
- Click the gear icon to open settings.
- Add the following conditions:
Third, add a second Approval element or duplicate the first one and configure them by clicking the gear icon. You can add the Approver's email and edit the notification email from there:
Lastly, map the conditional branches accordingly to their respective approvers:
Here's a screenshot of my Approval Flow with the conditional branch:
Give it a try and let us know if you have any questions.