Workflow Approval Reminders

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Is there an automation that can be set up to remind recipients who have received an automated workflow approval that their response is still outstanding? Thanks!

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  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
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    Hey @Megan Chapman

    Yes, you should be able to do this. Either an Alert workflow or a Reminder workflow will work- in either instance you will want a condition that watches the Approval column and waits for response differing from Submitted.

    Depending on how your process works, you might be able to use the row Creation date as the date that the Approval request was created. Using the Created column, or some other date column, you can set a time limit (I used 14d as an example) of when the Approval needs to be completed. An example of what this could look like is below

    If you don't have an available date column, an option could be to add a helper Date column. Then, create a Record Date workflow triggered off of when a column changes. You could use when the Approval column changes to Submitted.