Welcome!

Approval Request

I'm trying to set up a workflow process for OOO requests. I would like there to be Approver comments if the request is Denied but I can't seem to get it to work without having the Approver log into SmartSheet to enter the Approver comments.

Any suggestions would be greatly appreciated.

Thanks -Peggy

Find more posts tagged with

Comments

Andrée Starå

Hi Peggy,

It should work.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Happy Holidays & Happy New Year!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

I just tested it out and was able to. The comments are stored in the Row Comments section as opposed to a "Comments" column.

To have them stored in a column as opposed to the row comments, You would need to have an update request sent out with the criteria being for any row where the Status changes to "Denied".

Peggy Parchert

Thank you for assisting me with this. I'm not sure why I can't get this to work. I have an OOO SmartSheet with the following columns:

Lead/Supervisor - this is a restricted dropdown list

Employee Name - this is a restricted dropdown list

Type: this is a restricted dropdown list (Business/Partial Day/Person)

Status: this is a restricted dropdown list (Approved/Cancelled/Denied/Submitted/Tentative). 'Submitted' is the default for the form that is used when Employee’s submit the OOO request.

Start Date - date field

End Date - date field

Duration - text/number field

Comments - text/number field

Approval Comments - text/number field

I have created the following:

Request Submitted: Approval Needed -

this is the initial request sent to the Supervisor/Lead when an OOO request is submitted. From this this request, the Supervisor/Lead can either Approve or Deny the request. I would like the Supervisor/Lead to be able to enter comments if the request is Denied without having to log into SmartSheet to enter comments. Currently, they have to log into SmartSheet to add a Approval comment. I was hoping to make this work so they could add comments without having to log into SmartSheet. I've attached a screenshot of this Alert (one is of the Advanced Options and one is of the Alert).

Any assistance would be appreciated. Thanks -Peggy

Screen Shot 2019-01-02 at 1.09.39 PM (2).png

Screen Shot 2019-01-02 at 1.11.00 PM (2).png

Andrée Starå

Happy to help!

An Approval Request can only be Approved/Declined (or similar), and it's also possible to add a comment. That comment is stored on the corresponding row. If you want the supervisor/lead to be able to edit/add comments to a different column, then you'll have to use the Update Request feature instead.

Would that work?

Best,

Andrée

Peggy Parchert

That worked! Thank you very much!

Peggy

Andrée Starå

Great!

Happy to help!

Best,

Andrée

Paul Newcome

Happy to help.

kathlenew

Hi Andree,

I can't seem to see the add a comment function on this.

See below screenshot.

Thanks,

Kathlene

Smartsheet 2.PNG

Andrée Starå

Hi Kathlene,

If you hover over the added columns, you'll see a menu, click, and then you can add the "A comment" one. (see attached screenshot)

Did it work?

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Sign in to join the conversation!

Quick Links

Trending discussions

Is it possible to edit an email list in an automated monthly report?
I have a monthly report I send out that has a long list of recipients. I know I can edit the recurrence of it being sent, but does anyone know of an easy way to just add or take out people that get my email without having to recreate the whole thing?
User Friendly Search
We would like to allow conference attendees to check themselves in using tablets at the conference center. I know there is a "find in sheet" magnifying glass in table view, but it is not super obvious, especially for non-Smartsheet users. Is there a better way for them to easily find their row among all the attendees so…
2 part automation delay question?
Greetings- I have a automation setup when I select the "status" column drop-down to "completed" I want the row info to be emailed to the contact to submitted it with a follow up then I want it to archive the row (aka move to another sheet). When I run the automation only 1 of the 2 requests happen. The archive happens…