Allow Editors to select Approvers per line item

Aloha AAHA

Hi,

I'm trying to automate what is currently a manual process done by sending a PDF with 4-5 signature blocks out to various approvers via email.

I have a Smartsheet that intakes form data from a submitter. At some point, that data needs to go through several layers of approval (supervisor, document owner, program owner), but those names are not necessarily static.

I also have at least one Editor in each Department who needs to monitor and work through the entries related to documents in their department. While most may have a static approval set that I can reference from another sheet, some of them need to be able to choose their own approvers.

Is there a way I can allow an Editor in the Smartsheet to create an Approval Request and add however many people, and whomever they need to approve the line-item request? I've seen Update Requests can be done by Editors on the left, but the only way I see an Approval Request is through a Workflow.

Any help is appreciated.

Andrée Starå

Hi @Aloha AAHA

I hope you're well and safe!

You could set up an automated workflow in which they could change the Approvers and initiate manually with a checkbox or similar.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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