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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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