Further logic in email request for approval

Michelle Lamothe

I have an approval request workflow for approving incoming invoices. Since the person entering the invoices into an approval request form knows the person it needs to go to, they don't always know which project or cost category it should go to. I would like to see if there is a way to add further logic to the form that the approver sees in their email request for approval to 1. when they approve an invoice then 2. the form asks them to fill in a drop down of the project and cost category which will then get recorded in our invoice approval sheet.

Thanks

Andrée Starå

Hi Michelle,

Unfortunately, it's not possible at the moment in an Approval Request to do anything, but Approve/Decline or add a comment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

As a possible workaround, you could either use Update Requests for the whole process or use a combination of Update Requests and end with an Approval Request.

What do you think?

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Michelle Lamothe

Yes, that works quite well actually. Thank you!

M

Andrée Starå

@Michelle Lamothe

Excellent!

Happy to help!