Approval workflow filling a text field when declining
Hi all,
in an approval workflow we need beside the accept / decline button the ability to enter the reason why the request is declined.
Any idea how to get this?
Thanks and have a nice evening, Joachim
Answers
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I hope you're well and safe!
You can do that by adding a comment through the conversation/comment feature.
Make sense?
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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thank you,
but comments are not useful, I cannot use them in reports (why it was declined) and I not in PDF documents / google docs add-on
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I recently developed a solution for a client where we copied the latest comment to a cell on the same row automatically.
Would that work/help?
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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wow @Andrée Starå , yes this could help!
How can I prevent further comments to be copied to the cell? Because only the comment for declining is of interest.
Thanks for your great help
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Happy to help!
We will need to identify the specific comment in some way if there are more added. So either a specific word, know in what order it's added, or something similar.
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, I understand and it is a good solution.
Unfortunately it will not work for managers who should enter their decision without any specific keywords.
I think I will add an appsheet form which will do the job.
Have a nice evening, Joachim
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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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