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Determine Column for Comments When Using Approvals
When we choose Request an Approval in a workflow, the only place the approver can comment is in the Comments section, but it would be nice to have it go to a specific column of our choosing.
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Troubleshoot Workflows/notification not going to specific people (index/match formula driven)
Hello! I have a universal intake sheet to manage a variety of request. Assigned approvers are populated based on index/match formulas using a contact column. The notifications are working for everyone except one person. Oddly enough, when I push the notification as a test (and notify me), I don't get the notification…
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Approval Request
I have a Form that our service technicians send out and it triggers an Approval Request process. The conundrum I'm running into is some of the questions on the form are quite lengthy, so they have been added as 'Labels' as opposed to putting the question in the Column Header. When the Approval Request is funneled to…
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Advanced permission setting for approval flow
Is that possible to set up the dedicated password before "open request" to enter the approval page? If approver A has received the request and has no permission to open the attachment, he will forward this email to the related party to get the password. In this case, other people such as B may click this link and submit it…
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how to resend an approval notification
I need to resend a approval notification if its not approved in 2 hours.
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Is there possible to set up the dedicated password before "open request" to enter approval page
If the approver A has got the request and have no permission to the attachment, he will forward this email to related party to get the password. In this case, other people such as B may click this link and submit it by mistake once got the link. And Smartsheet will record that "A" has approved this request. How can we…
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Change workflow triggered with new item
I have two approval workflows, one for initial approval, triggered by “when rows are added” and “email address” changes to anything. Second is a change request workflow triggered by when “rows are changed” and “start date” or “end date” changes. When I add new rows, the both workflows are triggered and I can’t figure out…
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Approval Workflow improvement - Keep the initial Value when request rejected
Status quo: I create a workflow with a request to review and approve a certain value in a cell. The review as the option to approve or decline. Issue: In case of an approval, not issue. BUT in case the approver rejects the request, means he wants to express that the new / changed value is not correct, the wrong value…
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Approval Workflows - Use of initial data after rejection
Hi. I want to create an approval workflow for the following example: I have a list with contact for several equpiments. Now, somebody will change a name. In this case, a workflow will be triggered (trigger is change of the value), requesting the approval of the Manager. Setting up this is clear. My questions is focusing on…
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Adding a fillable field to Approval
We are looking for a way that our approvers can add a comment to Approval notices they receive. Is there a way to add or include a fillable field directly into the Approval notice? Our other option is to have the Approver approve/deny from the Approval notice and then to automate a request update that has the "Comment"…
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Pause Workflow until Update / Approval Request is completed
It would be extremely helpful if during a workflow, when you have an Update / Approval Request, you had the option to have the workflow not go to the next step until either request was completed.
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Suppress "Go to the sheet" link from Approval Request emails in all cases
The Approval Request emails, that are generated by approval workflows, include a "Go to the sheet" link at the bottom of the email. It seems this link only appears if the user (that is receiving the email) has access to the underlying sheet, and does not appear if the user does not have access. Is it possible to suppress…
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How to suppress "Send me a copy of my responses" checkbox in Approval request form
At the bottom of Approval Request forms, there is a checkbox labeled "Send me a copy of my responses". Is there a way to remove that from the Approval Request form? The "Customize message" options in the "Request an approval" automation do not allow (it seems) the checkbox to be removed. This question was asked some time…
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Please make "Created by" field in Approval email message and Approval Form message be consistent
There is currently an inconsistency between "Created by" field values displaed in Approval email message and Approval Form message. We have a "Created by"-typed field called "Submitter" and we include this Submitter field in an automation Approval flow message. In the approval email notification message (under the…
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Inconsistency between "Created by" field in Approval email message and Approval Form message
Inconsistency between "Created by" field in Approval email message and Approval Form message. We have a "Created By"-typed field called "Submitter" and we included the Submitter field in an Approval flow automation message. In the approval email notification message (under the "Details" in the email body,) the "Submitter"…
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Wasn't there 1 email sent for multiple approval requests?
Hello! I have an annual process where I trigger an approval workflow to approve/decline the way controls are written. Previously there had been one email that was generated for all of the approvals assigned to the same person as long as they were triggered at the same time. I just tested the process and sure enough that…
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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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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…