Further logic in email request for approval
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
Answers
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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
✅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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Yes, that works quite well actually. Thank you!
M
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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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