Editing the Auto-Message Form (Approval Workflow)
Is there a way to remove fields from the email request when setting up an approval workflow? Right now the approval request displays all the fields from the sheet and I would like to only display the fields the approver would need to see.
Best Answer
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Hi Stephanie,
Ye, there is. Please see screenshots below.
Did that work?
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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.
Answers
-
Hi Stephanie,
Ye, there is. Please see screenshots below.
Did that work?
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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,
Was having the same problem and found this thread, however I do not have the option you are displaying in the advanced options
Is this because we are using Smartsheet EU as opposed to Smartsheet US?
Thanks,
Mark
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