Their approval or decline will be entered in your sheet. See Notification Center: Receive Alerts Directly Within Smartsheet for details on how you can receive alerts. That’s it! Now the approver can receive an approval request in an email message, mobile push notification, and in the computer browser application (depending on their account settings).
Button text and associated dropdown values-Customize the text in the buttons that the approver will use to sign-off or reject the request, as well as the values that enter your sheet based on the approver’s response. Store approval status in column-Create a new Dropdown list column or select an existing one to store the approver’s response (approve or decline). Approval dropdown column-create a new dropdown column in the sheet or choose an existing dropdown column as a place to store approval responses. Frequency of the approval request, columns included, and the message included. Send an approval request to-Choose your recipients, either specific email addresses or a Contact column in your sheet. In any row-Only send rows that contain certain values. When-Specify what types of changes trigger the approval request. You can use any of the following options to customize your workflow. Approval Workflow OptionsĪpproval workflows can be a simple or complex as your project requires. You can create more complex approval workflows see Request Approval for Stakeholders in Sequence to learn more. In the action block, select the stakeholder that needs to provide approval, then save your Workflow. 
You can also create condition blocks that filter the specific rows to be included in the delivery of the approval request. In the trigger block, set the criteria that cause the workflow to automatically fire. Click Automation > Request an Approval Workflow. Sheet-level: Control Who Can Receive Notifications. If you want notifications to be sent to anyone with a valid email address on a sheet-level or account-level, see the following help articles: Control Who Can Receive Approval Requestsīy default, notifications are only sent to people shared on the sheet. #Smart serial sending with email update
To set up an update request, see Update Requests: Automatically Ask for the Latest Info. To workaround this, you can create an update request. NOTE: To prevent infinite approval loops, cells which contain cross-sheet formulas or cell links will not trigger the approval request. See the Control Who Can Receive Approval Requests section below for details. *You may need to adjust an additional setting to allow anyone with a valid email address receive approval requests. Receive and take action on approval requests Use the following table as a reference for whether you can create or edit approval requests for yourself and others based on sheet sharing permissions. Requirements for Creating and Receiving Approval Requests Configure an approval request, for example, to have Smartsheet automatically send a request for someone from Finance to sign-off if a purchase order is over a maximum dollar amount.
An approval request is a way to ask someone to approve or deny an item on your sheet automatically.
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