Re-approval.

Hi Everyone,

I have a sheet which requires approval from supervisor but I have discovered that sometimes the supervisor miss or forgot to approve or deny the request.

I want to know if there is any way that smartsheet automatically send the request again (request for reapproval) to the supervisor after certain time.


Thanks in advance.

Answers

  • Intern98
    Intern98 ✭✭✭

    Under Automation, select create workflow.

    Choose Trigger when a date is reach, or when desired. A date column is required.

    When date is reached, alert someone: your supervisor.

    You can duplicate this workflow and change the trigger to, for example 7 days after 'DATE CELL', to alert your supervisor in a week if he/she forgets to approve/ follow up. You can add a condition for this automation to not run when certain cell is of selected conditions; example condition: Approved column must be empty for alert to trigger.

    Hope this helps