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Merged: Make updates as an approver
This discussion has been merged.
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Automation Errors - Not going to Correct Approver
Hi everyone, I'm encountering a problem with my workflow automation for system change requests. I have three separate workflows, each corresponding to a different set of manager and director approvals. Expected Behavior: Country X: Manager 1 -> Director 1 Country Y: Manager 2 -> Director 2 Country Z: Manager 3 -> Director…
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Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, I…
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Approval / Rejection Reasons
Hello, It would be super useful when an approval is sent out if we could add a drop-down for rejection reasoning. In most cases, them just telling me it is rejected is not as helpful as if, they provided me reasoning. If this is not possible it would be nice to make the comments mandatory.
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Request approval not coming via email
Hello, I have and automation set that request approval. But all those approval request only appear in the Smartsheet ecosystem, nothing coming via email. I need the approval request to come through email. It says in Smartsheet video instruction for approval requests, that not even a license or account is required for…
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Approval tracing like update request
we are just able to trace an approval request on the column. there would be a list of approval requests like update requests. Also, would be better to manage those approval requests like cancellation, trigger from start again (we can use sequential approval requests in one automation) etc.
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Branching Logic for Approval Requests
I'm sure most of us have encountered a conditional approval at some point. Where we need to change something and then it's approved, or if they have comments but the approval is still pending and will need to be resubmitted, etc. Currently the approvals automation only captures values in binary form, yes/no, 1 or 0, option…
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How can i stop the automatic mails but keep the notifications in approval automation workflow
I created an approval automation workflow, if the employee add a request, this request will go to Line Manager for approval via e-mail and a system notification. The line manager wants to approve the request via the notification but not from the E-mails, because LM will have lots of mails. so how can I stop the smartsheet…
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What if an approval is conditional?
The "Request an Approval" automation is so black and white, it's either approved or it's not. Our executives' approval is, more often than not, conditional. It's hardly ever a black-or-white answer. What is the most efficient way to record the approval response? Option 1 (current): Request an Approval. If denied, send an…
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Split contacts to multiple columns.
In my sheet, I have multiple contacts in one cell. I would like to AUTOMATICALLY spread these contacts across multiple columns in the same row, so that each column has one single contact. The reason I want this is to send approval requests to each contact. (Currently, I can only send approval requests to all the approvers…