Approval with logic example
Contract approval scenario: Have your sales personnel submit new contracts for review. All contracts will go to the manager for approval or denial, but only high-value contracts need to also be reviewed by the vice president. Here's how it works:
The salesperson completes a new contract request form.
A Notification email is immediately sent to the manager informing them a new contract request has been made.
The manager clicks on a link in the Notification email that opens a form detailing the new contract along with its value. The manager can enter comments and other information and either approve or deny the request.
If the manager denies the request, an email is sent to the salesperson informing them the contract has been denied. If the manager approves the request and its value is under $100,000, the contract is approved and the salesperson is sent a Notification email informing them of the approval. If the manager approves the request and it is over $100,000 then a Notification email is sent to the vice president informing them a new contract has been submitted for approval.
The vice president clicks on a link in the Notification email that opens a form detailing the contract specifics. The vice president can then complete the form and either approve or deny the contract request. A Notification email is then sent to the salesperson informing them of the approval or denial.