Smartsheet Automations: Create Automated Approval Process!

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  • เผยแพร่เมื่อ 14 ธ.ค. 2024

ความคิดเห็น • 3

  • @yuraer
    @yuraer 19 วันที่ผ่านมา

    why don't you use Status for Approval Request?

  • @KarenDelsman
    @KarenDelsman 2 หลายเดือนก่อน

    Your videos are so helpful! I have been struggling to figure out how to create a revise and approve loop using workflows. Essentially, I want the approver to keep seeing revision submissions until it is approval-worthy. Neither the submitter (via a form) nor the approver can access the sheet, just the emailed request screens. I, as sheet owner, would only be contacted once the row is approved.
    Parts of the automation are easy, but often I end up crashing the workflow with an infinite loop or multiple approval or revision requests happening simultaneously. HELP!

    • @workflowmyworkload
      @workflowmyworkload  2 หลายเดือนก่อน

      Can you send me a screen shot of your automation trees and send them to justin@workflowmyworkload.com ?