Multiple Questions approval process.

Isaac Gallardo

Guys, as you all know we are using Smartsheet to protect our facility from individuals coming in to the plant. I have downloaded the COVID-19 form from Smartsheet. However, I created my own, and I am having a hard time figuring this out.

If visitor answer "Yes" to any of the questions, then, access is automatically Denied.

=IF(OR([Traveled outside The US?]5 = "Yes", [Traveled on a Cruise Ship?]5 = "Yes", [Respiratory Illness?]5 = "Yes", [Contact with symptomatic Person?]5 = "Yes"), "Denied", "")

If visitor answers no to all questions, then, it goes for approval process. (automatic workflow).

The thing is, if it goes for approval the response is saved under the Access column "Approved" or "Denied". But, in that column I also have the following formula.

As you see, my formula is overwrited. Thus, when next submission comes in the formula is not longer available.

How can I make it so both scenarios work?😣

Paul Newcome

Create a separate column and put your IF statement in there with a little bit of a tweak...

=IF(OR([Traveled outside The US?]5 = "Yes", [Traveled on a Cruise Ship?]5 = "Yes", [Respiratory Illness?]5 = "Yes", [Contact with symptomatic Person?]5 = "Yes"), "Denied", Access5)

Then have your Approval Requests continue to populate the Access column, and this new column will house the final overall result based on either being an automatic "Denied" due to having a "Yes" in all columns or the response from the Approval Request.

Paul Newcome

Create a separate column and put your IF statement in there with a little bit of a tweak...

=IF(OR([Traveled outside The US?]5 = "Yes", [Traveled on a Cruise Ship?]5 = "Yes", [Respiratory Illness?]5 = "Yes", [Contact with symptomatic Person?]5 = "Yes"), "Denied", Access5)

Then have your Approval Requests continue to populate the Access column, and this new column will house the final overall result based on either being an automatic "Denied" due to having a "Yes" in all columns or the response from the Approval Request.

Isaac Gallardo

Paul,

Thank you for your response. I have another question. The function/formula works good if I only have a single "Yes" but, it goes for approval and status remains Submitted if I have 2 "Yes" or more. Again, I don't want approval to be sent if visitor answered yes to any of the questions.

If you see, I followed your advice and I created an additional column with the formula. But, as you can see in row1. I get denied in the comment formula. But, submitted in the Access column.

Thank you!

Paul Newcome

You would need to set up your approval request to be triggered off of your Comments column not containing the word "Denied".

Isaac Gallardo

Yeah, I just figured it out. Thank you so much for your help!

Paul Newcome

Happy to help! 👍️