Attaching documents to Approval workflow
I'm working to bring our Purchase Order Request process into Smartsheet. Have set up a workflow that goes to four different departments for approve/decline then on to accounting for assignment of the PO number. The workflow is working great but I need to attach the required documents to the Approval/Decline for each Approver. The submission for a PO Req is done via Forms. I've seen in this community where it can be done but have not been able to figure it out. Help please....Thanks!
Answers
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I hope you're well and safe!
You'd probably have to use Update Requests instead to have the document included throughout the whole process.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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