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Is it possible to send an automatic Approval Request right after an automatic Update Request was filled in.
Hi,
Yes, it is. We need to have something trigger it. Maybe a field that is empty before the update request is sent and then information is added to that field, and that could trigger the Approval Request.
Would something like that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hi
Yes, I concur. This is possible, it is all about getting the conditions that trigger the alert correct.
The outcome of an update request can be the trigger in an approval request.
Kind regards
Debbie Sawyer Consultant & Training Manager
Smarter Processes mean happy people in successful businesses
Is there way to make the trigger automatic, or to put in column that only shows up when it is requested updated? Can anything be done with the update request status?
Hi @Janneh Wright
Not sure I follow.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic weekend!
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Hi there! Our Account Manager today informed us that users would need to be paid members to receive and complete Update Requests going forward. I can't imagine that Form users would need to be members, but I don't know how that differs from Update Requests, since neither requires access to the underlying sheet. Is it…
This discussion was created from comments split from: Generate documents from row data.
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