Multiple Approvals

edited 12/09/19 in Using Smartsheet
05/18/19 Edited 12/09/19

I'm looking for a clean, efficient way to handle multiple approvals for a row which contains comments without having a large number of columns. Up to 20-30 different people will be reviewing, sometimes 5+ for an individual row.

First thought was to create child rows and add the approvals there and I would only have to have the reviewer and approval status column. The parent row contains comments and I don't want to have to copy those comments over and over for each reviewer every time and I don't want to have them required to log into sheet to see the comments.

I can't add multiple reviewers in one cell because the first person to approve or decline prevents others from answering.

I tried setting up individual Reviewer and Approval columns but that is going to get real messy if I have a larger number of people reviewing one item (reviewer 1/reviewer 1 status, reviewer 2/reviewer 2 status, etc).

I can't seem to figure out the cleanest way to do this without copying the comments multiple times.

Does anyone have advice on how best to accomplish?

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 05/18/19

    Hi Stephanie,

    I can think of a few ways to set this up. Here are a few ideas.

    • One contact column and status column for each that you then could hide. Collect the status from all in another column with a formula with the JOIN function.
    • One contact column and status column for each that you then could hide. Add checkboxes for each contact and then add a formula that checks them when they approve.

    Would any of those options work/help?

    Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Thank you, hiding the columns  and indicating elsewhere makes sense.  I will likely try scenarios around that to see how it works out.  

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Happy to help!

    Let me know what you decide.

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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