Approval Request

Peggy PPeggy P ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
12/27/18 Edited 12/09/19

I'm trying to set up a workflow process for OOO requests. I would like there to be Approver comments if the request is Denied but I can't seem to get it to work without having the Approver log into SmartSheet to enter the Approver comments.

Any suggestions would be greatly appreciated.

Thanks -Peggy

 

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Peggy,

    It should work.

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, [email protected])

    Happy Holidays & Happy New Year!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    I just tested it out and was able to. The comments are stored in the Row Comments section as opposed to a "Comments" column.

     

    To have them stored in a column as opposed to the row comments, You would need to have an update request sent out with the criteria being for any row where the Status changes to "Denied".

    thinkspi.com

    [email protected]

  • Peggy PPeggy P ✭✭✭✭✭

    Thank you for assisting me with this. I'm not sure why I can't get this to work. I have an OOO SmartSheet with the following columns:

    Lead/Supervisor - this is a restricted dropdown list

    Employee Name - this is a restricted dropdown list

    Type: this is a restricted dropdown list (Business/Partial Day/Person)

    Status: this is a restricted dropdown list (Approved/Cancelled/Denied/Submitted/Tentative). 'Submitted' is the default for the form that is used when Employee’s submit the OOO request.

    Start Date - date field

    End Date - date field

    Duration - text/number field

    Comments - text/number field

    Approval Comments - text/number field

    I have created the following:

    Request Submitted: Approval Needed -

    this is the initial request sent to the Supervisor/Lead when an OOO request is submitted. From this this request, the Supervisor/Lead can either Approve or Deny the request. I would like the Supervisor/Lead to be able to enter comments if the request is Denied without having to log into SmartSheet to enter comments. Currently, they have to log into SmartSheet to add a Approval comment. I was hoping to make this work so they could add comments without having to log into SmartSheet. I've attached a screenshot of this Alert (one is of the Advanced Options and one is of the Alert).

    Any assistance would be appreciated. Thanks -Peggy

    Screen Shot 2019-01-02 at 1.09.39 PM (2).png

    Screen Shot 2019-01-02 at 1.11.00 PM (2).png

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    An Approval Request can only be Approved/Declined (or similar), and it's also possible to add a comment. That comment is stored on the corresponding row. If you want the supervisor/lead to be able to edit/add comments to a different column, then you'll have to use the Update Request feature instead.

    Would that work?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Peggy PPeggy P ✭✭✭✭✭

    That worked! Thank you very much!

    Peggy

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Great!

    Happy to help!

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Happy to help. yes

    thinkspi.com

    [email protected]

  • Hi Andree,

    I can't seem to see the add a comment function on this. 

    See below screenshot. 

    Thanks,

    Kathlene

    Smartsheet 2.PNG

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Kathlene,

    If you hover over the added columns, you'll see a menu, click, and then you can add the "A comment" one. (see attached screenshot)

    Did it work?

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Advanced_options_-_add_a_comment.jpg

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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