1 Form but 2 different approval Processes

Lilia Smith

I have 1 form that goes to 2 different approval processes depending on what is selected. A formal intake has 4 approvers. An informal intake has 3 approvers (3 are the same as the formal). The process works perfectly for the informal. The formal however seems to generate 2 emails. This should not be happening as the requestor must select the informal or the formal when they are typing in their request.

The beginning process looks at different columns.

Formal RFP ITB approval.docx

Informal.docx

Any help to prevent 2 emails on the formal process is greatly appreciated.

Lilia Smith

Here are copies of the emails it is generating. The one with the subject RFP or BID is correct. The 2nd email with the title New Intake should not be happening.

RFP or BID has been requested. Requires Supervisory Approval.pdf

New Intake Form has been submitted for Supervisory Approval.pdf

Debbie Sawyer

Hi @Lilia Smith

It looks like the trigger within your Informal workflow is also triggering within your formal workflow.

The New Intake Form email is being sent when PPO Informal Intake Status is pending. What is the normal value for PPO Informal Intake Status when someone is doing your formal process?

This is where the issue is. You may need an extra condition to stop this email triggering for the wrong process.

I would be happy to zoom with you so that you can screen share and I'll point out where the trigger is sending the 2nd email from if that is helpful?

My email address is in my profile.

Hope this helps

Kind regards

Debbie