updated forms and how to trigger approval process when resubmitted

fmugendi
fmugendi โœญโœญ

Hello,

how do i know who receives the updated form when requestor resubmit the request that was initially declined? and how do i set the receiver of this request?

Also Need help in coming up with a workflow that triggers approval process when requestor resubmit a request that was initially declined by approver

Thanks

Faith

Answers

  • Georgie
    Georgie Employee

    Hi @fmugendi,

    You can set options for what happens in an approval workflow when the request is either approved or declined by clicking the + under โ€œIf Approvedโ€ or โ€œIf Declinedโ€, as seen below:

    Screenshot 2025-01-08 at 15.05.27.png

    Youโ€™ll then be able to select the action that occurs next - whether thatโ€™s alerting someone, sending another approval request, sending an update request, or something else. All the different actions can be found here: Action blocks: Specify what automation is triggered. If youโ€™re sending alerts or update/approval requests, you can set the recipient for them within the workflow.

    For more information on approval requests, check out this article: Request approvals with workflows.

    If Iโ€™ve misunderstood your query or you have further questions, could you provide some additional information to help us understand? It would be really helpful if you could provide a description of how your sheet is currently set up along with screenshots of the sheet and any existing workflows, as well as a clear description of what youโ€™re looking to achieve with workflows/approval requests.

    Thanks,

    Georgie

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