Denial Reasons and workflow

TimMelton · 06/15/23

HI all. looking for thoughts on how to provide reason codes when a form submittal goes through the approval workflow but then is declined and providing a denial reason as part of that denial so the submitter can see that in the email response. Thank you

Andrée Starå · 06/15/23

Hi @TimMelton

I hope you're well and safe!

They could add it to the comments.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

TimMelton · 06/15/23

Thanks, appreciate the feedback.. what Im looking for is more of a pick list experience so that if / when they ask for reporting on the denials we can easily do so. Right now the experience is a bit disjointed, they go to a report on a dashboard pick their denial reason then to the approval email to deny. Looking for ways to make that a better workflow.

Janeth Richard · 10/08/24

https://community.smartsheet.com/discussion/comment/380767#Comment_380767

Hello Tim, did you find a better way for the denied reason. I am trying to do the same. Any help is welcomed.

Thank you

Janeth

Andrée Starå · 10/09/24

https://community.smartsheet.com/discussion/comment/457197#Comment_457197

Hi @TimMelton & @Janeth Richard,

I hope you're well and safe!

I sometimes use two other options in my client solutions if the comment one doesn't work. I try to change to using an Update Request instead, and if that isn't an option, I combine the Approval Request so that if it's declined, an automatic Update Request is sent to collect the reason(s) why.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

TimMelton · 10/09/24

@Andrée Starå and @Janeth Richard thanks Andrée. That’s exactly what I configured. If the approval is denied I had previously captured an assigned to email. If denied I send a request for update to the assignee with a drop down reason for denial field. I also delayed the denial being sent to the submitter until this field is populated. It took me a bit to figure out the triggers but I’ve had this working now for some time and it seems to work well. But it would be so much easier if there was simply a way to merge approvals with requests for updates. Good luck with your solution

Andrée Starå · 10/09/24

https://community.smartsheet.com/discussion/comment/457482#Comment_457482

Excellent!

It would be a great enhancement to Smartsheet if we could combine both sets of features.

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Denial Reasons and workflow

Answers

Categories