-
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…
-
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!
-
"Request Update" action trigger provisional license?
Hi all, I have an approval process built in Smartsheet where the last step is a 'Request Update' action to prompt a user to upload an attachment. If that attachment is added using the notification window sent when the action is triggered, is that user going to be assigned a provisional license because they attached a file?…
-
Trigger approval request based on submitter info
My org's travel request form goes through two approvals, first the submitter's direct supervisor approves, then the COO approves. I know I can have the form submitter choose their supervisor from a list of approvers on the form to trigger the first approval request that way. Is there a way to omit that step from the form…
-
Request approval if name(s) are selected from a drop down?
What is the easiest way to request approval if a name or names are selected from a drop-down column? Ex. Column NAMES would be a drop down with staff listed: Mike Larry Joe John Would I set up a separate automation per user's name for this drop-down saying if column NAMES says Mike request approval from Mike's email?…
-
Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
-
Approval Template
I need to perform QAR on a set of data cubes assigned to users in Smartsheet. With over 5,000 users, each having different managers listed in a separate column, a single manager might have around 15 to 20 users assigned to them. When I want these QARs reviewed by their respective managers, using the approval workflow…
-
More than two choices in approval workflow?
Hello! Is it possible to add more than two options (approved or declined) in an approvals workflow? We are using approvals workflows to generate manager approvals for their team members to participate in a development event on company time. I'd like to offer three options: Approved; Declined, This Event Only; and Declined,…
-
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.
-
Approval Request - link expatriation
Hi, I'm in the process of setting up a system for gathering approvals and I'm curious to know if the approval link included in the automated email has a set expiration date or if approvers have the flexibility to access the link at any time to cast their vote.