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
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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, andree@workbold.com)
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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