Smartsheet Basics

Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Automation.

I want to create an automation on Advance Request form. But I want to sent the approval request to 2 person based on the advance request amount.

For example

if the requested amount is less than $100 than approval request sent to Mr.A

and if the requested amount is more than $100 than approval request sent to Mr.B

Best Answer

Answers

  • ✭✭✭✭✭✭
    Answer ✓

    Hi @Anoop Phago

    Hope you are fine, please use the following workflow


    1.jpg


    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • ✭✭✭

    Thanks @Bassam.M Khalil


    Now I need some more updates

    I want to create an automation on Advance Request form. But I want to sent the approval request to 3person based on the advance request amount.

    For example

    if the requested amount is less than $100 than approval request is sent to Mr.A

    if the requested amount is more than $100 and less than $200 than approval request is sent to Mr.B

    and finally if the amount is more than $200, than the approval request is sent to Mr.C

  • ✭✭✭✭✭✭

    Hi @Anoop Phago 

    Hope you are fine, could you please share me as an admin to a copy of your sheet (after removing or replacing any sensitive information). This will make it easier for me to provide the appropriate answer to your question.

    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • ✭✭✭
    Capture.JPG

    Same as this one, which you sent me earlier. But I need 3 conditions.

    If the advance amount requested is less than,100 than the request for the approval goes to Bassam Khalil.

    if the advance amount requested is more than 100 & less than 200, than the request for the approval goes to Andrea.

    And if the advance amount requested is more than 200, than the request for the approval goes to Anoop.


    I hope it will make my problem more clear to you.



    Thanks again.

  • Hi @Anoop Phago

    You can add multiple condition paths in a workflow.

    Click the + button below the Trigger Block to add another Path:

    Screen Shot 2021-04-27 at 9.18.22 AM.png


    You can outline 3 conditions to lead the Automation to 3 different actions, like so:

    Screen Shot 2021-04-27 at 9.20.28 AM.png


    Please see the Help Article on Condition Blocks for more information, here: Condition Blocks: Filter What Your Automated Workflows Send


    Cheers!

    Genevieve

    Need more information? 👀 | Help and Learning Center

    こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions

Trending in Smartsheet Basics