Can you add an approval or action button directly to a notification?
Hello - I am new to Actions and Alerts. I would like to set up a workflow to allow our team to submit travel requests for their managers for approval. I have my form and sheet set up fine, and the workflow seems to be working correctly and notifying the indicated approver via e-mail. However, it looks like the approver needs to click through the e-mail to open the approval form, then act (approve or decline). I'd prefer to allow our approvers to address these requests in one 'click' rather than two; is there any way to set up the e-mail notification such that the action buttons are embedded in the message? If not via e-mail, is that something that could be done with Slack?
Answers
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Hi Rich,
Unfortunately, it's not possible at the moment, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
It might be possible with a third-party solution.
Hope that helps!
Have a fantastic weekend!
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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Hi Andree,
I was wondering if the above funcionality is now possible on Smartsheet? I'd also prefer to allow our approvers to address requests in one 'click' rather than two. Is there now a way to set up the e-mail notification such that the action buttons are embedded in the request for approval?
Many thanks,
Nkem.
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No, unfortunately, it's not.
Please submit an Enhancement Request when you have a moment.
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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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Andree, Aloha from Hawaii!
I wanted to find out if this functionality is on the 2022 roadmap,
Please advise
Andrew Boyles Hawaii State FCU
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Hello all,
I'm reupping this question to see if it might be on the 2023 roadmap? *cross fingers*
Thanks!
Jenny
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