Approval Workflow Not Triggering

Lisa Rossetti

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?

Andrée Starå

Hi @Lisa Rossetti

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!

Hollie Green

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.

Andrée Starå

Hi @Lisa Rossetti

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!

Lisa Rossetti

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"

Andrée Starå

@Lisa Rossetti

Excellent!

Happy to help!