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
Comments
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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
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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".
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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
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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
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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That worked! Thank you very much!
Peggy
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Great!
Happy to help!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
I can't seem to see the add a comment function on this.
See below screenshot.
Thanks,
Kathlene
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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
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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