Approval process

rgallegos

Smartsheet has a good approval process via the proofing process where you can select the approvers and then see who has approved. How may we use a similar process in our sheets?

The current method appears to be a kluge and a laborious workaround with predefined additional columns.

Andrée Starå

Hi @rgallegos

I hope you're well and safe!

You can use a Workflow combined with the Approval Request Action, set up a column for each approver, and have the status show in each.

Make sense?

https://help.smartsheet.com/articles/2479276-request-approval-from-stakeholder-%20in-sequence

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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