Approval Automation

MandyKrez

Hi,

What is the most efficient way to set up an approval automation for 30+ approvers?

For example, I am building a Travel Request form, which requires approval from managers across numerous departments (over 30 departments, one manager for each department). Do I have to manually input each of these managers as an automation individually?

So if "X" department is chosen, then "X" manager needs to approve or deny ?

Thank you!

Andrée Starå

Hi @MandyKrez

I hope you're well and safe!

How many approvers per request can there be?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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MandyKrez

Hi @Andrée Starå!

So there will be 3 approvers per request.

Manager approval, financial analyst approval, and executive director approver.

There are over 30 managers/departments (1 manager per department), 4 financial analysts (each analyst has their own set of departments they cover for), and there are 3 executive directors (again, they have their own set of departments they cover for).

Does that help?

Andrée Starå

@MandyKrez

I'd recommend creating a table in the same or another sheet and then adding the three approval levels in a workflow so they go step by step, or if you prefer, it could be sent to add three levels simultaneously.

Make sense?

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MandyKrez

@Andrée Starå

Thank you for that recommendation, do you have a link / tutorial to showcase how to go about doing that by chance?

Thank you!

MandyKrez

@Andrée Starå Hi again, I'm searching through the community answers about the table and it appears this isn't an available feature for smartsheet. is that correct? how would I go about doing as you suggested? thank you!