Address Book usage in Smartsheet

Good Day: I have a Smartsheet that is to nominate coworkers for awards. Once a manager submit a nominee it need to be approved before an award can be granted. How do I incorporate approval (I added a list of approvals for the manager to choose who will approve) and once approved an email goes to the administrator to send out the award. How do I add the email going to the administrator in my process?

Thanks!

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Karen Pritchett

    It sounds like you'll want to build out an Approval Workflow! See: Approval Requests

    If you have a Contact Column for the list of Approvers for the manager to choose from, then you can send the Approval Action block to the contacts in that column:

    Then click on the Green If Approved button...


    And add an Alert notification email to let the Administrator know about this approval:


    Here's a Webinar on Automations that may help you build this out.

    Cheers,

    Genevieve