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Request an Approval - Timing

We are trying to implement some new procedures for 2020, one being to have Account Managers approve all time and expense entries by our team for our various clients.

I just tried to create a new Workflow to have a Request an Approval that would allow the AM to be notified Daily to review, comment, approve all entries for that day.

To my surprise and dismay, I receive a message that Request an Approval cannot be used with Hourly, Daily or Weekly timing if there is additional action to be taken, such as notify the Employee/Contractor that their entry has been disapproved.

Really?

Isn't this a basic need?

We do NOT want to have the AM's notified every time an entry is made as this could result in many, many, many notifications each day for multiple clients sheets.

AM's requested Daily or Weekly notifications so they not be interrupted multiple times throughout their day, but just address it in one single review.

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Comments

Genevieve P.

Hello @jb@59069 ,

Are the AM's shared to the sheets? If so, what about sending a daily Notification that is just an Alert of all the changes made to the sheet (in one email), that provides the link to the sheet so they can go in and check an "Approve" checkbox. You could then set up conditional formatting to highlight what cells need to be approved if the checkbox is empty.

If you need to notify the Employee/Contractor that their entry has been declined, you could set up a second checkbox column for the AM to check if it is not approved, and a separate workflow that is triggered by this action to Request an Update from the Employee/Contractor.

If this wouldn't work for your purposes, it might help to see a screen capture of one of the sheets used (please remove any sensitive data) so we can discuss any other alternate solutions.

Cheers,

Genevieve

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Genevieve P.

Since Approval Requests do not have the ability you are looking for, please submit an Enhancement Request to provide the Product team with your feedback.

Thank you!

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Rennel Apolinares

Hi, I just checked it, and the request for approval done on an hourly basis can be selected. I just don't know if this works and how it looks like when they receive it.

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