Approvals, Updates and Deleting Attachment in a Webform during Update
HI there. I am only a month old Smartsheet user and currently under the Business Plan.
i am building the New Hire Request Form for our company and I came across with problem in the multiple approval as well as the things to do before a request will be approved.
When the requestor filled up the request form, it will prompt an approval request to his/her department head. If the department head disapproved the request due to incomplete attachments, the head will put a comment in the approval form that its disapproved due to incomplete attachments. This will prompt an update request to the requestor (I used an update request if the head press the disapproved button).
I encountered my FIRST PROBLEM here. In the update request form, the requestor can only add attachments but can't remove the initially uploaded documents (by the way, requestors aren't privy with the summary sheets, only the forms).
Anyway, if the requestor updated the request information and attached the necessary/lacking attachments and submit the update, the rationale should be it will notify the department head again for the re-approval stage. (I made an Update request again here so the head can change the "disapproved" status to "approve" status). This is where I encountered my SECOND PROBLEM. The Update request condition I put was "when a row changes and an attachment is added and changed, it will send an update request to the department head". When I put the said rule, at the initial stage of my request where the requestor filled up the request including attachment, it already send the first rule of sending an approval request to the department head and the rule I made about added and changed attachment which was supposed to happen in the re-approval stage which confuses the heads if a request is for approval or reapproval.
Just to complete the process, in case the request is approved by the department head, the Talent Acquisition Team will be notified (they are the team who have access to the summary sheet). This will be the next approval stage where the TA check if all attachments are complete (which will be my problem again in connection with my FIRST PROBLEM about attachments).
Hope someone can help me with my concerns.