Approvals for multiple lines
I've seen this question asked a few times and I understand it isn't possible to set up a workflow to approve multiple lines as once, but a comment that has appeared as a workaround is to use a report to mark the lines as approved, declined, etc.
I am relatively new to Smartsheet and don't understand how to make this work. Is there anyone that could give me some tips or point me in the right direction for a training course that would cover this solution.
Thank you!
Answers
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You would create a report that shows only those rows that are pending approval. Whoever needs to approve would need to have at least editor rights on both the sheet and the report. Then they can access the report to see a "filtered" view of what is outstanding and update each row directly from there.
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Thank you for replying.
Is there a way to automate sending the report? That way I could use a check box as the Approval field, maybe use the "Request an Update" feature instead of the instead of "Request an Approval"
Perhaps I am looking at this the wrong way, but I am looking for a work around to be able to send multiple lines for approval with out the Approvers receiving an email for each line...ideally they could open a report or form and indicate their approval (or not) for all the lines in one spot.
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Hi @Amber Coon
I hope you're well and safe!
Yes, you could use the Update Request feature instead.
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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Thank you Andrée...I may be able to use that...now just to figure out how!
Is there a training document/video you can recommend?
Thank you!!!
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Excellent!
You're more than welcome!
Here's an excellent resource.
✅Remember! 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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