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We are trying to find a way to track our purchasing process. I have created a sheet with a web form, but am having trouble with the approvals part of our process. Typically the purchaser would fill out the web form to request payment to a vendor or to themselves as reimbursement, then they need to get 2 approvals from management. Is there a way to send the completed web form to someone and give them the ability to approve it without going into my sheet? I have played with merging the sheet data into a goodle doc and sending it to them, but can't find a way to incorporate the approval into the flow. I would like the sheet to reflect that the expense is approved, so that I can look at the sheet an know when something is approved by all parties. Does anyone else use Smartsheets for this type of process?
Unfortunately there's no way to send a completed web form to someone else. However, you can create 2 reports to the 2 manager where they can approve the requests (while seeing only the new - non-approved - items). I suggest to read Jeremy Michels'sdescriptionof their workflow, it can give you some ideas. If you don't get ahead, I can give you a simple example on what to try.
Use update requests! You can send the row to anyone (Smartsheet user or not) and the recipient can view and edit the row in form view. Changes made to the form are immediately reflected in the sheet.
Maybe there could be a solution in the Zapier intergration...
Zapier will send an email to somone when a new recrd is added to a list.....
You complete the Subject and Message using fields from the New row of Data.
The user could then return the email to Zapier with a "Approve" or "Reject" in a certain place. Zapier might then be able to decipher the email contect (Approve or reject) and add it back into smartsheet....
I use the word "might", as it will depend upon how structured you can make the email template and the user/approvers ability to put the approval into the right spot.
Hey, its worth a look.....
P.S. I use Zapier to email out, I have only tested the Return path.
Nevermind, I resolved it!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":335,"urlcode":"sheet-summary","name":"Sheet Summary"}]},{"discussionID":107817,"type":"question","name":"How to get the formulas to correctly count the completed tasks?","excerpt":"The current formula counts every task for the total. =COUNTIF(DESCENDANTS([Planning Done]@row), 1) + \" of \" + COUNT(CHILDREN([Task\/Topic]@row)) + \" Done\" I have been trying to get it to only count when all subtask from its proper row have been completed. There are 4 tasks and over 60 subtasks. When the subtasks are…","snippet":"The current formula counts every task for the total. =COUNTIF(DESCENDANTS([Planning Done]@row), 1) + \" of \" + COUNT(CHILDREN([Task\/Topic]@row)) + \" Done\" I have been trying to get…","categoryID":322,"dateInserted":"2023-07-19T19:04:08+00:00","dateUpdated":"2023-07-19T19:16:18+00:00","dateLastComment":"2023-07-19T19:40:18+00:00","insertUserID":163690,"insertUser":{"userID":163690,"name":"Ruvalcaba12","url":"https:\/\/community.smartsheet.com\/profile\/Ruvalcaba12","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-19T20:44:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":163690,"lastUserID":163690,"lastUser":{"userID":163690,"name":"Ruvalcaba12","url":"https:\/\/community.smartsheet.com\/profile\/Ruvalcaba12","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-19T20:44:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":40,"score":null,"hot":3379592666,"url":"https:\/\/community.smartsheet.com\/discussion\/107817\/how-to-get-the-formulas-to-correctly-count-the-completed-tasks","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107817\/how-to-get-the-formulas-to-correctly-count-the-completed-tasks","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107817,"commentID":386077,"name":"Re: How to get the formulas to correctly count the completed tasks?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386077#Comment_386077","dateInserted":"2023-07-19T19:40:18+00:00","insertUserID":163690,"insertUser":{"userID":163690,"name":"Ruvalcaba12","url":"https:\/\/community.smartsheet.com\/profile\/Ruvalcaba12","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-19T20:44:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/2N6H1QH5FWDV\/screenshot.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"ScreenShot.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-19T19:24:31+00:00","dateAnswered":"2023-07-19T19:19:24+00:00","acceptedAnswers":[{"commentID":386066,"body":"
Atus Bartal ✭✭✭✭✭✭
J. Craig Williams ✭✭✭✭✭✭
