Approval Workflow with lock & unlock rows
Hi, it seems, that Smartsheet does not allow to lock rows during an Approval request workflow!
The process should be:
Step 1: Starting an Approval workflow on the entired row with a field trigger!
This is completely satisfactory
Step 2: During the Approval request the fields of the entired row should not be changeable!
This could be done with "Lock rows". But after locking, the user isn't able to approve or to decline via sended Smartsheet request!
The question is:
How can I protect fields within a row as long as the requested approval is not answered. The row could only be "Unlocked", when the Approval request has been "Declined" for further changes.
Thanks Kay
Answers
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Hi @KROnline
I hope you're well and safe!
Great idea! That would be a great addition to Smartsheet features.
Please submit an Enhancement Request when you have a moment.
Here's a possible workaround or workarounds
- Add an alert or similar that triggers on any change when the Approval is waiting and not answered.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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.
-
Thanks Andrée.
It is a work arround but I don't understand all the missing features within Smartsheet.
Best Kay
-
Happy to help!
Make sure to submit the enhancement request(s).
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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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