Approval Workflow
Hi,
I have a multi-approval workflow created that works, but now the leaders want to add to it.
They would like to add a place to record the amount approved in the "IF Approved" section. There is a comment section currently, but they want it to auto-update a column and not get lost in the comments section.
I've searched for an action or place to add to the message, but cannot find anything. Anyone have a solution other than Update Request?
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
Best Answer
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Darla, Is the amount always the same, or set on a specific criteria? You may be able to trigger a Sheet Change - Change a cell value when specified criteria are met.
Smartsheet Community Champion and Ambassador
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Hi @Darla Brown
I hope you're well and safe!
You could use the comment and Latest Comment feature and then a formula or similar to collect it to the correct column as needed.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Colleen Patterson The amount would vary, unfortunately. I did try the change cell option, but that doesn't work.
@Andrée Starå I will test the latest comment option. Will report back if it works.
Thanks all!
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
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@Darla Brown - different every time or varied based on a criteria (example if the source is Dog enter 200, if Cat enter 250)?
I have something in place that has amounts based on client and utilize a VLookup.
I agree that the last comment may be a good result, if your team does not typically comment on the rows.
Smartsheet Community Champion and Ambassador
If my answer helped you, please be sure to mark it as Accepted to help future learners locate the information.
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@Colleen Patterson this is for Credit Applications and there are 5 Tiers based on amount requested. Each Tier approver can approve request but they have to give final approval amount. For example, I request $500,00. My Credit Review shows I am eligible for that amount, but the $500,000 level Approver want to only approve for $350,000. I need for the approver to put that amount into the approval request and it updates the column.
Does that make sense?
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
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Excellent!
Happy to help!
Also, if they need to use the comment feature for "normal" comments, you could add a specific character before the amount if the dollar sign isn't enough.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Issue: on the approval workflow, the approver's comment goes to the comment section, not the comment column.
How can I auto-populate that to a cell without manually copying and pasting?
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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THAT'S IT!!! Works like a charm.
Gosh, I so love Smartsheet :)
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
-
Excellent! 😎🤩
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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