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Nicole BoyceAsked on September 27, 2024 at 8:07 AM
Hi, is it possible to set up the approval flow so that if even 1 of the approving managers (in a multiple approval set up) denies a submission it will override all those that approved?
This is based on safety considerations, if one manager were to spot an error but the others didn't the form may be submitted with an error and due to the "first response rule" if there is a tie, it means it could be approved without the error being corrected.
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Gian JotForm SupportReplied on September 27, 2024 at 8:58 AM
Hi Nicole,
Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you shortly.
Let us know if there's anything else we can help.
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Gian JotForm SupportReplied on September 27, 2024 at 9:22 AM
Hi Nicole,
Thanks for waiting. If you want to set your workflow to be denied if any of the approvers deny the entry, you can set up your workflow as follows:
1. On your workflow builder, add the Split element to your workflow next to your form.
2. Add multiple Approval elements based on the number of approvers. Connect the Split element to the Approval elements.
3. Add 2 Merge elements to the workflow. Connect all the Approve decisions to one and all the Deny decisions to another.
4. Set the Merge element that is connected to the Approve decisions to set as "Wait for ALL branches to be completed".
5. Set the Merge element that is connected to the Deny decisions to set as "Wait for ANY branches to be completed".
6. Add two Email elements to inform the submitter or any recipients that the entry has been denied or approved.
7. Add the End element.
After testing the workflow above, the final decision will show denied if any of the three denies the entry. Take a look at the 2 test entries below:
We can move my demo form to your account so you can view its workflow setup. Please let us know if we can proceed.
Let us know if there's anything else we can help.