Approval Automations

We have created a form that requires specific approvals based on the job title of the person submitting the form. There are two different variables with the approval process. 1. If they do not select the manager assigned, then it would go to the final approver. 2. if they do select the manager, then it would go to another manager before it goes to the final approver.

We know that we are missing a step within the automation but need someone to be able to look at the automation approval process we have setup.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Envo1ve_Ashley

    I hope you're well and safe!

    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, [email protected])

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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