Requesting additional actions after approval is granted. (Need to select a charge account)
Employees will select a shop they work for when requesting on the form. The shop determines which manager needs to alerted to approve/decline the request. If the request is approved, I need the manager to ALSO submit a charge account for the request to be charged to. Trying to get this done in one email, which is to approve/decline and submit a charge account from a hidden field in the form.
Answers
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I hope you're well and safe!
Unfortunately, it's not possible now in an Approval Request, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
Here's a possible workaround or workarounds
- We could use the Approval Request combined with a 3rd Party service
- You could use an Update Request instead and keep it in Smartsheet
Would any of those options 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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