Approval Request

Peggy PPeggy P ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
12/27/18 Edited 12/09/19

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

  • Andrée StaråAndrée 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, [email protected])

    Happy Holidays & Happy New Year!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul 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 PPeggy P ✭✭✭✭✭

    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 StaråAndrée 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

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Peggy PPeggy P ✭✭✭✭✭

    That worked! Thank you very much!

    Peggy

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Great!

    Happy to help!

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Happy to help. yes

  • Hi Andree,

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

    See below screenshot. 

    Thanks,

    Kathlene

    Smartsheet 2.PNG

  • Andrée StaråAndrée 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

    Advanced_options_-_add_a_comment.jpg

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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