Request Approval for MULTIPLE Users in one column/cell to generate a document.

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Bangert
Bangert ✭✭✭
edited 04/12/24 in Smartsheet Basics

Here's what we would like to accomplish:

  1. Assign multiple Users to a single column/cell (Bob, Sam, Ed...)
  2. Kickoff an Automation to 'Request an Approval' for all Users in Step # 1
  3. Email request to all Users Approve from Step # 2
  4. Confirmation all Users have approved from Step # 3
  5. Only once all Users have approved from Step # 4, kickoff an Automation to 'Generate a Document'

Is this even possible or do we have to create a separate column for EACH User to be approved.

Any/all assistance is appreciated, thanks.

Answers

  • bisaacs
    bisaacs ✭✭✭✭✭
    edited 04/12/24
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    @Bangert Just to confirm, you have 4 steps in your process, and at each step you need multiple users to approve it? I don't know how you could ensure that every user makes the same decision in a single cell, you'd have to break out each users' approval into individual columns.

    To be able to reuse the same approval columns though, you could clear the approval cells after the process goes to the next step, and maybe even isolate sending the approval email to a single automation process?

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