Approval Workflow need one email only

Hello.

I can set up an approval workflow however my external customer receives too many email per line item. For example, their Preventive Maintenance is next week on several equipment tags, say 3 different equipment tags but one unique ticket number, it would send 3 approval code instead one. It should combine all because it has one ticket number and one PM date.

Can you assist me on this? Thanks.

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Comments

Andrée Starå

Hi Marilen,

Unfortunately, it's not possible at the moment to get approvals grouped in any way (each row and approval has to be separate), but it's a great idea!

Please submit an Enhancement Request when you have a moment.

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

As a Workaround, you could use update requests instead. That could lump the rows into one email depending on your other settings.

Marilen.Navarro103391

The trigger would be when date reached 1 week before, but how do I send it automatically per ticket number?

Scott Willeke

Thank you for raising this and for suggesting alternative solutions. This is something on our radar and while I am not able to commit to a date, this is something we're committed to adding to the product.

Thanks for using Smartsheet and Automated Workflows!

--

Scott Willeke | Smartsheet

Director of Product Management, Automation

Andrée Starå

Hi Scott,

Thanks! That's excellent news!

Have a fantastic day!

Best,

Andrée

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