How can I set my approval workflow to sent a copy of approval request email to me as administrator?
Hi,
I have a approval workflow who sends approval request to the managers. But our corporate email sometimes treating it as clutter email and the manager is having difficulty to find the emails from automation@smartsheet.com. And to fix that, I want to have a copy of the approval request email so that If they lost the email I can forward it to them. I tried to add my email as cc (new column) at the workflow but it is not working. Can someone help me to solve this problem? or any alternate way to fix this?
I attached the screenshot of my work approval.
Answers
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You would need to add your name in the cell itself on the sheet.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Paul,
I did put name in the cell. Actually the 'CC' cell is a contact list then I put my email address there.
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What exactly isn't working?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Paul,
I found out that my CC column not assigning the contacts that I selected every time there is a new form being submitted.
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Hi @Benjo09
Do you get the notification in Smartsheet, or don't you get anything at all?
Also, double-check the following,
First, make sure that you have allowed yourself to receive notifications properly in your Personal Settings (circle/profile in the upper right corner) and secondly check the Permission setting for the Automations. (cog in the top right corner in the Automation overview)
Did that help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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