Sometimes, you may need to dynamically request approvals based on business rules. For example, an expense claim should be sent to the CFO if the value exceeds $100,000, but it should be routed to the procurement manager if the total value does not exceed $100,000. To handle these situations, you will need to use a combination of dynamic emails and conditionally hiding/showing components. This approval workflow is illustrated in the diagram below.
Steps to Implement Conditional Approvals
Build Your Form - First, create your form and add the approvals section as outlined in our [Multi-Step Approvals Tutorial]. This will serve as the base structure for your approval workflow.
Configure Conditional Display Logic - In the Conditional tab of your approvals section, add an Advanced Conditional rule using JavaScript to specify when this section should be shown. Here’s an example:
if (data.totalValue > 100000 && tf.user.email === "cfo@company.email")
show = true;
if (data.totalValue <= 100000 && tf.user.email === "manger@company.email")
show = trueSet Up Dynamic Email Routing
If the
totalValueexceeds $100,000, configure the workflow to send the approval request to the CFO.If the
totalValueis $100,000 or less, route the request to the procurement manager.
Test Your Workflow - Once configured, test the approval process using different values to ensure that it works as you expect. Given the nature of conditional approvals it's easy to make a mistake in your logic.
By leveraging conditional approvals, you can create a dynamic approval process tailored to your business rules. This approach ensures that approvals are efficiently routed to the appropriate stakeholders, reducing manual intervention and improving workflow automation.