In many cases, you may want to set Conditions for a recipient so that he/she will only receive approval email IF the answers in his/her request match the recipient’s conditions. This feature can be extremely helpful in various scenarios since in reality, not everyone in a workflow has the same role.

To set Conditions for a particular recipient, please follow these steps below:

Step 1: Open the add-on’s Configuration menu, and in the Recipient List you will see Conditions text under each recipient

Step 2: Click on Conditions will open a Condition menu where you can start editing conditions for that particular recipient

Step 3: Select either “If All or One of the following condition met”

When you choose “All”, it means ALL the conditions below must be met in order for this recipient to receive approval email.
When you choose “One”, it means only ONE among the conditions below must be met in order for the recipient to receive approval email.

Step 4: Click Add condition to create a new condition line.

Step 5: There 3 columns you can use to configure a condition line

The 1st column is to select a question from your Form:

The 2nd column is to select a function, including 6 “equal to” types and 2 “contains” types

The 3rd column is to enter a condition value

Step 6: When you finish adding conditions, simply click Save & close on this Condition menu, then click Save on the Configuration menu.

With that, your recipient will now only receive approval email IF the specified condition(s) is met.

Set Conditions for Recipient

Learn how to set conditions for each recipient in an approval workflow.

ABOUT US

CONTACT