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Multiple Approvals with Comment
Hi, I need to collect approve or reject from 5 approvers along with any comment. I can make a separate approval work flow for each, however if I select "a comment" under customize message will approvers see other approvers' past comments? Or is there another way to structure this?
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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When Approvals are Declined/Rejected
I have an approval workflow that includes three people: Program Manager Finance Representative Payee The Approval Status column for each is locked and updated automatically via the request approval workflow. I am trying to figure out the best way to handle if any of them click "Reject" rather than "Approve". First, the…
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10 rows Created: Only want one approval notification & response to control all rows
I use an order form and some fancy footwork (learned from these forums) to copy 10 rows of duplicate data for each order to a sheet, all duplicate except for the Item ordered itself. Below is an example of ONE form submission containing 10 items ordered: However, now I need to: Send one approval email request to the…
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Is there a way to create automation workflows from Proofs?
We're exploring ways of using PROOF as a way to get approval on requests. The Proof screen only allows the reviewer to select Approve or Require Changes. If we have the reviewer click on Require Changes and enter "Denied" into the comments, can we create an automation that would update the status column to "Denied"? We're…
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Is it just me or have URLs stopped working in Alert/Email automations?
We cannot click URLs in Smartsheet alerts, update requests or approval automations. Is this everyone's experience? See how the URL is not clickable
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Can I customize the confirmation message for approvals?
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Batch Convert Attachments to Proofs
I regularly send multiple, separate, files to clients for review and approval. Rather than converting each one and having to invite my client contacts every time, I'd like to select multiple rows and convert them from attachments to proofs, THEN invite my client, in one place.
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Best practices for approval process - contact list or no contact list?
Scenario: we are using smartsheets as a single-source tool for job/position requests. Each request submitted creates a row and all information pertaining to that request is held within that row. We need to get approvals from Department Heads for each request submitted. However, we don't necessarily want to create a contact…
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Approval Requests: No link to sheet?
Is there a way that the link to the smartsheet isn't included on the notification to an approver - but they still receive specific data/information from the sheet? We only want the approver to see what we assign to them and not the full smartsheet. THANK YOU!