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Added information needed on Approval workflow
I have many forms - which are requests that need approval. When I create the approval workflow, it sends 2 buttons - Approve or Decline. I need more. I need a NOTES section for when it is denied so that the reason can be recorded on my sheet. I also need the name and date of the approval added to my sheet.
The only thing I can think of is If the reply is Denied - it will trigger a Request update - asking for the information I need. Is there something I can do to eliminate this second step and include the needed info on the first step?
Comments
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Hi Kitty,
You can add a comment before answering.
Would that work?
Hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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How can I add the field for the decision-maker to add his comment (especially if the request is denied)?
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Before the decision-maker makes his choice he adds a comment to the Comments section just above the buttons.
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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Did you get it working?
Have a fantastic week!
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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I'm just seeing your reply. Yes - I did find that there was a comment section for notes! Thank you, again!
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Yes! I'm still trying to find the discussions I've started so I can find answers to my questions. Thanks for being so kind. I think I've figured it out now!
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Excellent!
I'm always 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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