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I want to migrate an existing SharePoint InfoPath form to SmartSheet. The form is a Budget Request Form.

  • Staff can submit a budget request with arbitrary number of  items (rows)
  • Via a workflow, each item is Approved or Denied.
  • Via a workflow, the entire Request is Approved, Partially Approved, or Denied.

The thing that I am trying to figure out is how to group a set of rows together for collective approval. Any suggestions how to structure this in SmartSheet is greatly appreciated.

Here is an annotated screen shot of the current SharePoint form.

Note: I am planning on building a custom  webform for this via the API, so that Staff will have a similar experience submitting requests, and not need to learn the details of SmartSheet.

Functionality
Department

Comments

Hi,

I can think of a few ways to set this up!

It might make sense to set it up as a template or sheet instead. But it depends in large on your specific use case.

I would recommend that you also take a look at third-party tools like WebMerge, DocuSign or similar.

How many requests per month approximately?

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting