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Automated reminder for an approval request
I have a process for requesting approval that requires approval from 5 different people. Once the first person approves, the request is forwarded to the next person. How can I set up automated reminders for each approver if the status remains "submitted" for more than 3 days?
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How do I select the email sender to be the trigger person in an approval request?
Hi I have an approval request that works fine except for one thing. It always uses the my name (Admin) as the sender for the approval even though I am not part of that transaction, which forces the Approver to remove my name and manually change the name to the correct person in order to process the approval. The Help files…
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Send Full Form with Description, Field Labels, and Help Text?
Good Morning, I am having a difficult time trying to find a solution for the following: I have built a Smartsheet and form to collect data from my clients. Many of the fields are pre-populated with data that does not need to change. This would include the client's contact information and other data points. I need to send…
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Request Approval Workflow Help
Hello! I am trying to set up an approver workflow where after the GM or Director email is entered, it sends the trigger to that specific email to approve or deny the request. When I'm setting up the automation, I used option "Select contacts in a cell" hoping that I could choose the column with the GM email in it since…
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Approval Request Reminders
Does anyone have a workaround suggestion for recording the history of "reminder" approval requests? Approval Requests that are sent again because the previous had no response. Currently, Smartsheet does not record the new "Submit" status when an additional request is sent - i.e., it does not overwrite the existing status…
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Approval Requests Reminder History
Sending a second (+) approval request after the first has no response should update the Approval Status column history indicating additional requests were sent.