Trigger Approval Request with the submission of an Update Request

jcabza008 · 02/27/19

Is it possible to send an automatic Approval Request right after an automatic Update Request was filled in.

Andrée Starå · 02/28/19

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

Debbie Sawyer · 02/28/19

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

Janneh Wright · 12/20/20

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?

Andrée Starå · 01/16/21

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!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Trigger Approval Request with the submission of an Update Request

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