To be able to modify/update certain column setting using Approval Workflow

Chizu Hieida · 02/28/23

In the Approval Request workflow, we need to be able to modify some of the columns in the approval path instead of adding another action to follow.

As our approver "approves" in the Approval workflow, our approver needs to add additional information in the column. If we use update request, this creates 2nd emails/Notifications and we need to reduce volume of emails/notifications for this to work effectively.

Debra L · 09/29/23

The forms approval template should allow approvers to easily capture a reason for declining or approving a request, as the current 'workarounds' are not refined enough to support a fairly normal task. I have tried to append the workflow to include data from the 'a comment' field, but the automated responses are 'messy' and unrefined. This feature exists in other platforms (ex: MS Forms/Power Automate).

isabonita · 09/29/23

Agree 100%... having to create logic around a separate column when this should just be an automated item (like the Approval drop-down is automagically created) seems like a no-brainer to me!

Paul Newcome · 10/02/23

You can use an Update Request instead of an Approval.

Debra L · 10/02/23

@Paul Newcome - thanks, I tried that...can you add the approve/decline buttons if the update request approach is used?

Paul Newcome · 10/02/23

You can't add the exact buttons, but I include a dropdown for that instead.

Debra L · 10/02/23

I repurposed my drop-down list with the approval request, but I prefer the buttons and still think that Smartsheet should enhance the original approval template or provide the ability to add buttons (I asked for that a long time ago).

Paul Newcome · 10/02/23

I agree. It would be great to have the buttons but also the free text field, but at least we can use this in the meantime.

Ken Pavell · 10/20/23

We have a need to allow managers who are approving requests through approval automation to be able to edit fields that are a part of the notification. Currently only the Comment field is editable. For example, we have a request proccess to approve schematics. In this process there are multiple fields including who the task is assigned. Currently if the manager wants to change the assigned person they have to deny the request. We would like to be able to make that edit in the process and not create another step.

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To be able to modify/update certain column setting using Approval Workflow

Idea Submitted · Last Updated 02/28/23

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