Automation Workflow broken?
Has anyone experiencing any "Request for Approval" workflow issue? e.g. approval request goes though a workflow that is NOT as defined - the COO is receiving purchase request that does NOT required his approval. Any help is appreciated.
Answers
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Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or 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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Here is the snap shots of one of the workflows.
Trigger-> When Condition is Met -> Request an Approval to Requester's manager -> If Approved -> Request an Approval to CTO -> If Approved -> Request Approval to COO (for purchases greater than $10,001)
The strange thing is, COO has been receiving Request an Approval for requests that do not required his signature.
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Can you share screenshots of all the workflows or the sheet? I need to see it all to see why it's triggering the way it does.
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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