Automating sending of reports and approval for publishing

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

Answers

  • Andrée Starå
    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

    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.