Approval Workflow: Return to Level 1 if Level 2 and Level 3 Reject

Hi Jotform Team,

I’ve created an approval flow as below:

Form Submission → Element Approval HOD → Element Approval Level 1 → Element Approval Level 2 → Element Approval Level 3

Here’s the requirement I need help with:

• If both Element Approval Level 2 and Element Approval Level 3 reject the request, I want the flow to return to Element Approval Level 1, and go through Level 2 and Level 3 again to do approval.
• If both approve, it should proceed as usual.

Is this logic possible to implement in Jotform Approvals?

If not directly, is there any workaround using conditional logic, hidden fields, or multiple branches?

Thank you in advance for your support!

Hi Mohammad,

Thanks for contacting Jotform Support. Currently we can't loop back the approval to the previous approval step to prevent infinite looping. But, you can use a Merge branch element to end the flow when Approval 2 and 3 reject the submission and then send a denial email with an edit submission link within the email.

This will let the submitter, edit the submission and resend it for approval. But in every case, the approval will always restart from the first approval step.

Let's walk through the steps to set that up:

1. On your Form Builder, click Settings on the top navigation bar.
2. Click Workflows on the left pane.
3. Hover over the workflow on the right side and click the pencil icon to edit it.
   
   
4. Now, on the Workflow Builder, click the Add Element icon on the left side.
5. Drag and drop the Merge element into the form.
6. Now, link the Deny links to this Merge branch.
7. Click this Merge element and click the gear icon to open its properties. Now, enable the first option to Wait for All Branches to be completed.
   
   
8. Then, add an Email element into the workflow. Click the email element and click the mail icon to open Settings.
9. On the Email pop-up, place the cursor on the email content, click the Form field button on the menu bar, and add the edit link. Click Save to save the changes.
   

Finally, ensure that the option to restart the workflow is enabled on the Workflow settings page.

1. While on the Workflow Builder, click Settings on the top green navigation bar.
2. Scroll down and enable Restart Workflow on Submission Edit.
   
   

Please give this a try and let us know if you've got any further questions.