Approval Workflow - Request approval from a pre-defined contact in a sheet
I have a use case where the approver for something will not always be the same individual. I would like to add a column for the approver (contacts list), and have an automated approval workflow that sends an approval request to the individual listed in that column.
Smartsheet seems to require that I specify a single individual.
Is there a workaround for this?
Approval requests: Automatically request sign-off on work items | Smartsheet Learning Center
Answers
-
I forgot to mention that it could require more than one approver :)
-
Hi @Kayla Q
I hope you're well and safe!
You can select a contact column that will send to the contact(s) in the cell on the row for approval. (see below)
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
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, Awesome, 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.
-
@Andrée Starå, I've Gerry rigged it to work, but it's not the best solution ever.
I basically had to set up multiple approval workflows, one for each approver.
Appreciate your feedback!
-
Excellent!
Happy to help!
Another way could be to have a sheet with all contacts connected to the Approvals.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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.
-
@Andrée Starå I'm not sure I follow.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives