Approval Workflow Not Triggering
I'm trying to set up an approval workflow when a submitter doesn't give a 90-day notice for a meeting request on Smartsheet. Every way I set it up, it won't trigger!!
I require a 90-day advance notice to approve a meeting. When a request comes in on Smartsheet, I need to set up an approval request automation for this as it is under 90-days notice.
For example:
Meeting start date: 11/26/22
Meeting submission date: Today 10/26/22 **(this date is less than 90-days notice and needs approval)
Help!! Any suggestions?
Best Answer
-
I hope you're well and safe!
To add to Hollie's excellent advice/answer.
Another option could be to add the condition(s) to the Approval Workflow.
Something like this.
- The date is in the future
- and not in the next 90 days.
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, 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.
Answers
-
If you create a helper column it will work. The formula in my helper column is this
=IF([Submission Date]@row = "", "", IF([Submission Date]@row < TODAY(90), 2, 1))
I set up my automation to request approval when the automation helper column is 2.
-
I hope you're well and safe!
To add to Hollie's excellent advice/answer.
Another option could be to add the condition(s) to the Approval Workflow.
Something like this.
- The date is in the future
- and not in the next 90 days.
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, 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.
-
Thank you both! I finally got it to work with an automation like this
Start date is "in the next 90 days"
Submission date is "today"
-
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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