Trigger Approval Request with the submission of an Update Request

edited 12/09/19 in Using Smartsheet
02/27/19 Edited 12/09/19

Is it possible to send an automatic Approval Request right after an automatic Update Request was filled in. 

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Yes, it is. We need to have something trigger it. Maybe a field that is empty before the update request is sent and then information is added to that field, and that could trigger the Approval Request.

    Would something like that work?

    Have a fantastic week!

    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.

  • Debbie SawyerDebbie Sawyer ✭✭✭✭

    Hi

    Yes, I concur.  This is possible, it is all about getting the conditions that trigger the alert correct.

    The outcome of an update request can be the trigger in an approval request.

    Kind regards








    Debbie Sawyer Consultant & Training Manager

     

     

    Smarter Processes mean happy people in successful businesses








  • Is there way to make the trigger automatic, or to put in column that only shows up when it is requested updated? Can anything be done with the update request status?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Janneh Wright

    Not sure I follow.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    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 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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