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Hi there, I am thinking of using the survey tool as an approval routing process. Not sure this has been asked but I would appreciate if anyone could share the specific steps to achieve the following:

  1. Respondent fills up a form and clicks submit.

  2. Approval A receives an email, clicks on the link to open up the submitted form, indicates whether he approves/reject the request.

  3. If the request is rejected, rejection email is sent to the respondent.

  4. If the request is approved, request is routed to Approval B for approval.

  5. If the request is rejected, rejection email is sent to the respondent.

  6. If the request is approved, approval email is sent to the respondent.

Is this possible?

Yes, there are multiple multiple ways to achieve this however, re-take link method would be optimum.
With the help of retake link you would be able to save the end result (i.e approve or reject) in the same survey record and you can use the email trigger through Action tab to trigger email based on decision made by the approving authority.

  • You should have the email id the respondent who is participating in the survey, email id of Approval A as well as Approval B.

  • In body of first email trigger have two links / button (you can name it as "Approve" and "Reject") use the re-take link and then append it with an embedded data, you can name it as "DecisionByPersonA" with "Approved" on "Approve link/button" and likewise for "Reject" but the appended embedded data "DecisionByPersonA" should have value as "Rejected"

  • Trigger the above email trigger with a condition as if "DecisionByPersonA" is blank

  • If "DecisionByPersonA" as "Rejected", create another email trigger to the respondent email id with a message that "The request is rejected"

  • If "DecisionByPersonA" as "Approved", create another email trigger which have two links / button (Approve and Reject) use the re-take link and then append it with an embedded data, you can name it as "DecisionByPersonB" with "Approved" on "Approve link/button" and likewise for "Reject" but the appended embedded data "DecisionByPersonB" should have value as "Rejected"

  • If "DecisionByPersonB" as "Rejected", create another email trigger to the respondent email id with a message that "The request is rejected"

  • If "DecisionByPersonB" as "Approved", create another email trigger to the respondent email id with a message that "The request is approved"

Hope you got it.

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