Approval Workflow Automation - If Approved/Declined
Hi
I love this feature, however I wondered if there is a way to notify the initiator of the request for approval without having to fill in a cc'd column.
Reading some of the questions on here regarding this matter, and the fact that I can't see anything in the automation, it appears to be a work around that people are using. IF that is currently the only way, is there another automation I can use to fill the automatically fill the cc column with the name of the initiator?
For info my trigger is a column with a check box that requests approval as not all tasks follow the same process so I needed a way to allow the end user to control when and for which tasks approval is required.
I appreciate any pearls of wisdom in this matter.
Natalie
Best Answer
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Not sure I follow!
If it's triggered by checking the checkbox, we could maybe use the system column, Modified by.
Would that work/help?
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
-
Not sure I follow!
If it's triggered by checking the checkbox, we could maybe use the system column, Modified by.
Would that work/help?
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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Hi Andree
Thank you so much for your quick response and suggestion.
This is a great solution, and works well.
The only slight issue I could see is if someone else modifies that row after the submission of the approval request, then the notification may go to the wrong person. I don't think this is particularly likely but if you have any suggestions as to how I could manage that, I would be grateful.
I also wondered if there is a way I could auto 'uncheck' the column used to trigger the approval request once the request is either approved or declined? I don't think automations allow you to make changes to a cell such as this?
Many many thanks.
Natalie
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Hi Natalie, for what purposes you would want to uncheck the box for the approval request after the fact?
On your first question, can you use the system column Created by?
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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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