Approval Workflow

Darla Brown

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?

Andrée Starå

@Darla Brown

You'd have to add the Latest comment column.

https://help.smartsheet.com/articles/2482475-latest-comment-column

Colleen Patterson

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.

Andrée Starå

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

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Darla Brown

@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!

Colleen Patterson

@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.

Darla Brown

@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?

Andrée Starå

@Darla Brown

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.

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Darla Brown

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?

Andrée Starå

@Darla Brown

You'd have to add the Latest comment column.

https://help.smartsheet.com/articles/2482475-latest-comment-column

Darla Brown

THAT'S IT!!! Works like a charm.

Gosh, I so love Smartsheet :)

Andrée Starå

@Darla Brown

Excellent! 😎🤩