Sending Multiple lines for Approval at one time

07/31/18 Edited 12/09/19

Hi, has anyone figured out a way to send an approval request for more than one row at a time?  I have rows that all need approved that need to be sent in the approval request along with their information, much like a daily notification of changes, however in approval request form.  Currently we are able to send for approval one row at a time causing an overload of emails to the approver.  If we update and need approval on 200 lines, he is getting 200 emails.  Is there a way to send one email per day on rows that have a certain value in one particular column, then have the approval request be for all changes?

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Unfortunately, there isn't a way to consolidate the approval requests. It gets sent one by one. A possible workaround could be to use a report instead where they can mark the line as approved or declined or similar.

    Would that work for you?

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant @ Get Done

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hi Andrée, 

    Is this still the case now that the new Automation update has taken effect? 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Kirstine,

    I'm testing it now, and I'll get back to you a little later!

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Unfortunately, it sends them one by one in my test so far. I'll get back to you if I find a solution.

    Please submit an Enhancement Request when you have a moment.

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Thanks for trying! I thought that would be the case but it was worth a shot. I'll do an enhancement request now. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    I'm always happy (to try to) help! cool

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hey Andrée Starå,

    "Unfortunately, there isn't a way to consolidate the approval requests. It gets sent one by one. A possible workaround could be to use a report instead where they can mark the line as approved or declined or similar."


    could please explain to me how his can work?


    Thanks in advance

  • How are you triggering the approval notification? For example if you use a date column for a trigger, you would enter a date in the rows you need approval for and then save the sheet. The approvals will go out in one e-mail. I believe the trick is to be able to save the sheet after you have entered all of your dates in the rows where the approval is needed. You might have to adjust your auto-save settings.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Pascal Kalungu,

    Hi Pascal,

    I'd be happy to explain!

    You could use a report that would show all outstanding approvals. We could still use a dropdown list with Sent, Approved, Declined, or similar, but it could also work with a checkbox instead.

    Would that work?

    I hope that helps!

    Have a fantastic weekend & Happy Holidays!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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