MULTIPLE ROWS IN ONE APPROVAL
I have set up an approval workflow wherein when date is reached one week before the schedule date. However I want it in "ONE" approval only for multiple rows on my sheet.
Is this possible?
Thanks.
Best Answer
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Hi Marilen,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
There might be a possible workaround. Can you describe the process in more detail?
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.
Answers
-
Hi Marilen,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
There might be a possible workaround. Can you describe the process in more detail?
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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Sorry, it took me so long. I submitted enhancement request last June but I have yet to receive a response.
I have set up a REQUEST for APPROVAL workflow for "APPROVED", "DECLINED" to our customer. However, the approval request is per "TAG NUMBER " which results to two approval requests. For example, their Preventive Maintenance below schedule is next week on several equipment tags, say 2 different equipment tags but one unique ticket number, it would send 2 approval code instead one. It should combine all because it has one ticket number and one PM date.
I need to automate an approval request per ticket number, one request only, although it is for multiple tag numbers.
Thanks. I hope you can help me.
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No worries!
Happy to help!
The approval has to be for each row, but you could delay the request, so it's sent in one mail.
Make sense?
Would that work?
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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How can you delay the request?
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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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