Pre-Approved Changes Pulled From Approved Standard Changes

Hello! I'm attempting to create a change management system wherein the pre-approved changes can reference previously submitted (and approved by our CAB) standard changes.

  1. Pre-Approved Changes - need it to be a drop-down list of pre-populated requests that are Standard change requests that have been approved to become Standard.

I am struggling with finding a way to connect these via automation.

We include a ticket ID, Change Type, Change Description, amongst others but this is how I'm thinking to correlate the two… but I am hitting roadblocks and don't know what to try next.

Any thoughts would be appreciated!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Alia.Anees

    I hope you're well and safe!

    Not sure I follow! Can you elaborate?

    Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to 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.