Automation Approval Path with 2 different scenarios
I have created automation for my IT Request form where the User Name [Any Value] is the Trigger. So, depending which "Requester's Title" is chosen from the 2 dropdown options in my form; Supervisor, Manager, I need to set one Request for Approval path if Manager is selected, and a second Request for Approval path if Supervisor is selected. If Supervisor is selected on the form, it goes to Manager and then CFO for approval. But if Manager is selected on the form, it goes straight to CFO for approval.
Bottom line, I can't figure out how to set the Automation.
Comments
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Hi,
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
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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Hello Andree,
Thanks for responding. I will share my sheet with you.
Susan
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Happy to help!
I'll take a look and get back to you!
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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Glad we got it working!
Have a fantastic weekend!
Best,
Andrée
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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