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
-
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
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