Automating sending of reports and approval for publishing

Aprylli Bernarte

Hi, is there a way I can setup sending of reports to specific people that they need to approve for publishing?

Andrée Starå

Hi @Aprylli Bernarte

I hope you're well and safe!

Yes, but the best method depends on your specific process.

One way would be to use the Update Request feature and trigger it with an added attachment of a report.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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