Approval Workflow

Syed Abdul Majid

Dear Sir/Madam,

Kindly note that email is not capturing while Approver forwarded to another user in absence of Approver.

If Mr. Sam is approver for request # 123, Mr. Sam is in leave till end of month so he has forwarded approval request to his Personal Secretary Ms. Tina as a delegates approval. Tina approved the request but in the record it's shows Sam id instead of Tina id since Sam has forwarded email request to Tina.

Kindly suggest how can I captured Tina id in the records.

Awaiting your response.

Thanks.

Ben Goldblatt

Hi @Syed Abdul Majid,

It is currently expected behavior that the specified recipient of an Approval Request will show as the person who approved or declined the request regardless of who the approver actually is. I highly recommend Submitting a Product Enhancement Request for this to see about implementing a capture method to pull in the actual contact of the approver if a request is sent to someone else after the system sends out the email.

In the meantime, if a request is forwarded to someone who also has access to the sheet, it may be better to have the actual approver sign in and make the change directly in the sheet. If they manually change a cell's approval value from "Submitted" to either "Approved" or "Declined", their contact information would be captured in the cell history, in the sheet's Activity Log, and in a "Modified (date)" system column (if this column is inserted) at the time the change is made and after the sheet is saved.

Review the following Help articles from the Learning Center for more information on these features:

• Approval Requests
• Approval Requests: Automatically Request Sign-Off on Work Items
• Track Product Updates or Make an Enhancement Request
• Track and View Sheet Activity
• Use a System Column to Automatically Add Information to a Row

I hope this helps!

Thanks,

Ben

Syed Abdul Majid

Dear Ben,

Thanks for the solution.

Best regards.

Ben Goldblatt

Hi @Syed Abdul Majid,

It is currently expected behavior that the specified recipient of an Approval Request will show as the person who approved or declined the request regardless of who the approver actually is. I highly recommend Submitting a Product Enhancement Request for this to see about implementing a capture method to pull in the actual contact of the approver if a request is sent to someone else after the system sends out the email.

In the meantime, if a request is forwarded to someone who also has access to the sheet, it may be better to have the actual approver sign in and make the change directly in the sheet. If they manually change a cell's approval value from "Submitted" to either "Approved" or "Declined", their contact information would be captured in the cell history, in the sheet's Activity Log, and in a "Modified (date)" system column (if this column is inserted) at the time the change is made and after the sheet is saved.

Review the following Help articles from the Learning Center for more information on these features:

• Approval Requests
• Approval Requests: Automatically Request Sign-Off on Work Items
• Track Product Updates or Make an Enhancement Request
• Track and View Sheet Activity
• Use a System Column to Automatically Add Information to a Row

I hope this helps!

Thanks,

Ben

Syed Abdul Majid

Dear Ben,

Thanks for the solution.

Best regards.