Checkbox on approval
I have an invoice approval workflow which is working fine, however there's a checkbox which I'd like them to tick before approving and the 'form' doesn't let them. Is there a way around this?
Comments
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Do you mean if they change the status of the checkbox, they can not click "send the form" in the end ?
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Hi,
If you're using an Approval Workflow it's not possible. If you could change it to an Update Request Workflow instead or a combination of both that would work.
Would that work?
Have a fantastic day!
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 Andrée,
I thought that might be the case. Thanks!
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It's not a form, it's an invoice approval workflow, so there's no "send the form" box. Apparently it's not possible to check the box in this way. Thanks though.
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Happy to help!
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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