Need Help With Setting Up Automation

Biiams
Biiams ✭✭✭✭
edited 04/26/24 in Smartsheet Basics

I can't get this automation to work. I need the Final Approval Box to change to "completed" when all 6 previous columns have the appropriate answers. "Approved" needs to be in the approval columns (3 total) and the sign off columns (3 total) need to contain a text or not be blank. These 6 columns will be filled out by 3 different people at different times. I need smartsheet to recognize when all 6 columns have been filled in and then change the approval status.

I also need the final approval date to capture the date that the final approval box changes to "completed".

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Answers

  • bisaacs
    bisaacs ✭✭✭✭✭

    Hey @Biiams,

    Could you post a screenshot of your current automation workflow? Maybe we can see what is causing the issue?

    For the last question, you can create a workflow that's triggered when the "Final Approval" changes to "Approved", then use the "Record Date" block to record the date in the "Final Approval Date" Column

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