Multiple types of approvals

Sarah Brelage
Sarah Brelage ✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

I am new to Smartsheet and having problems setting up multiple approvals.  I need to have:  Approved, Approved - Needs More Info, Not Approved.  I am struggling to get the Approved - Needs More Info be an option


  • JVaihinger
    JVaihinger ✭✭✭
    edited 11/17/19

    Unfortunately as far as I'm aware you can only have the two options of Approved or Denied when setting up a Request and Approval Workflow. If you are looking to have a third option you may want to consider creating a Request an Update Workflow instead.

    - Create a column titled "[Your Department/Person approving] Approval" as a single select dropdown option and add the three choices.

    - Create the Request an update Workflow and title it accordingly. Customize the message to something along the lines of "Approval for {{Column Name}}" (hint adding the {{}} and putting in a column name actually sends the information in that row in the alert). Click the menu on the top right of the Request and Update and select "Advanced Options". Select only the information you wish them to see. 

    That's it for the basics. If you want to you can add locking rows if approved, alerts when not approved, etc. 


    I built one out so you could see 



  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Instead of using an Approval Automation, set the column as a dropdown type, enter your options, then have an Update request sent out instead.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭


    Welcome to the Community and the wonderful world of Smartsheet!

    I agree with Paul, and the update request is probably the simplest solution.

    I hope that helps!

    Have a fantastic weekend!


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD




    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.