updated forms and how to trigger approval process when resubmitted

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 “If Approved” or “If Declined”, as seen below:

    You’ll then be able to select the action that occurs next - whether that’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 you’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 I’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 you’re looking to achieve with workflows/approval requests.

    Thanks,

    Georgie

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