Help - Approval workflows with multiple approvers and conditions

I have an approval request that is currently set up like this:

local leader approval is obtained. If these 3 conditions are met: a. if budget is greater than $5,000 or b. attendees = govt or c. carrier sponsorship = yes, then next level approval is required. Otherwise, requestor is notified of approval. Ditto with decline.
regional leader approval required. If these 3 conditions are met: a. if budget is greater than $20,000 or b. attendees = govt or c. carrier sponsorship = yes, then next level approval is required. Otherwise, requestor is notified of approval. Ditto with decline.
national leader approval. Requestor is notified of approval or decline of request.

Step 1 works. However, the conditions for regional leader approval are not.

In the attached snip, you can see that the test request for $25,000 accurately shows the automation made it to step 2, however, the $6,000 should also show the automation going to step 2 but it has not.

Any ideas what I'm missing?

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Paul Newcome

Are you able to provide screenshots of the automation(s)?

Melissa Bartness

Smartsheet snip.docx

Here it is. I'll need to duplicate this same approval workflow for other offices as well; unless there is a better way?

Each office has different local office approvers (2 each).

Thanks in advance!

Paul Newcome

For the row that didn't kick off the second layer of approval... Are you able to confirm that it did in fact kick off the first one?

Melissa Bartness

Yes, I checked the log and they were both approved at the local level.

Paul Newcome

Was the total estimated budget entered BEFORE the row was approved?

Melissa Bartness

Yes. It is an approval workflow to the approver views everything the requestor submitted before approving.

Melissa Bartness

@Paul Newcome You can disregard! Figured something else out.

IPC

Hi,

@Paul Newcome @Melissa Bartness

I will be creating a sheet on Smartsheet that will be updated twice a year but will create different versions each time. This is for every department.

. Version 0 - the baseline.
Version 1 - Mid-year update (updating the progress)
Version 2 - End of Year (updating the progress)

Workflow:

Initiator - fills-in the Operating Plan sheet. Clicks approve - goes to Department Approver

Department Head - reviews and either rejects (will return to the initiator) or approve (goes to the next level management)

Highest approver - reviews and either rejects (will return to Dept Head) or approve (gets to be marked "Complete")

For every version, once higher approver approves, the whole sheet gets locked, and no update until midyear when the V1 is initiated and update is allowed.

Could you share your workflow syntax if ok?

Much appreciated.

Kind regards,

Irene

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