Multi-Row Approvals

Lee Joramo
Lee Joramo ✭✭✭✭✭
edited 12/09/19 inAPI & Developers

I want to migrate an existing SharePoint InfoPath form to SmartSheet. The form is a Budget Request Form.

  • Staff can submit a budget request witharbitrarynumber of items (rows)
  • Via a workflow, each item is Approved or Denied.
  • Via a workflow, the entire Request is Approved, Partially Approved, or Denied.

The thing that I am trying to figure out is how to group a set of rows together for collective approval. Any suggestions how to structure this in SmartSheet is greatly appreciated.

Here is an annotated screen shot of the current SharePoint form.

Note: I am planning on building a custom webform for this via the API, so that Staff will have a similar experience submitting requests, and not need to learn the details of SmartSheet.

firefox_2018-10-11_08-59-44.png

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 10/11/18

    Hi,

    I can think of a few ways to set this up!

    It might make sense to set it up as a template or sheet instead. But it depends in large on your specific use case.

    I would recommend that you also take a look at third-party tools like WebMerge, DocuSign or similar.

    How many requests per month approximately?

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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@Neil Watson<\/a> You should be able to use the LOWER function for evaluation but still output the version that includes caps.<\/p>

=IFERROR(INDEX(DISTINCT(LOWER(<\/strong>COLLECT(.....................))<\/strong>), 1), \"//www.santa-greenland.com/community/discussion/33626/\")<\/p>


<\/p>

I haven't tested it yet, but I feel like it should work.<\/p>"},{"commentID":386435,"body":"

Right. There are already a number of posts here in the community detailing how to pull a distinct or unique list from another sheet via formula. It usually involves the formula above without the LOWER function. The number 1 would output the first distinct value. Changing that to a 2 will output the second distinct value, so on and so forth. I usually use a helper column with the numbers manually entered so I can apply it as a column formula.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","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":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":107674,"type":"question","name":"API PUT and Body help for Cell link from a cell in sheet \"a\" to sheet \"b\"","excerpt":"I am having trouble linking a cell from sheet a to b. I am new to using API and possibly just getting the call wrong? or the body. Any help would be appreciated. PUT: https:\/\/api.smartsheet.com\/2.0\/sheets\/4098048888098692\/rows\/1370574824361860\/cells\/259016080 Body: { \"cells\": [ { \"linkinFromCell\": {…","snippet":"I am having trouble linking a cell from sheet a to b. I am new to using API and possibly just getting the call wrong? or the body. Any help would be appreciated. PUT:…","categoryID":320,"dateInserted":"2023-07-17T16:23:24+00:00","dateUpdated":"2023-07-18T10:24:44+00:00","dateLastComment":"2023-07-18T16:45:05+00:00","insertUserID":135530,"insertUser":{"userID":135530,"name":"Carlo Rodriguez","url":"https:\/\/community.smartsheet.com\/profile\/Carlo%20Rodriguez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T15:50:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":135530,"lastUser":{"userID":135530,"name":"Carlo Rodriguez","url":"https:\/\/community.smartsheet.com\/profile\/Carlo%20Rodriguez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T15:50:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":51,"score":null,"hot":3379310909,"url":"https:\/\/community.smartsheet.com\/discussion\/107674\/api-put-and-body-help-for-cell-link-from-a-cell-in-sheet-a-to-sheet-b","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107674\/api-put-and-body-help-for-cell-link-from-a-cell-in-sheet-a-to-sheet-b","format":"Rich","tagIDs":[472,563],"lastPost":{"discussionID":107674,"commentID":385785,"name":"Re: API PUT and Body help for Cell link from a cell in sheet \"a\" to sheet \"b\"","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/385785#Comment_385785","dateInserted":"2023-07-18T16:45:05+00:00","insertUserID":135530,"insertUser":{"userID":135530,"name":"Carlo Rodriguez","url":"https:\/\/community.smartsheet.com\/profile\/Carlo%20Rodriguez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T15:50:31+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":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-18T16:45:08+00:00","dateAnswered":"2023-07-18T11:38:00+00:00","acceptedAnswers":[{"commentID":385713,"body":"

Hey @Carlo Rodriguez<\/a> <\/p>

This is how I've successfully added a cell-link using the API:<\/p>


<\/p>

PUT (with the destination sheet data): <\/p>

https:\/\/api.smartsheet.com\/2.0\/sheets\/XXXX\/rows\/X<\/a>XXX<\/p>


<\/p>

Body (with the source sheet data, but the initial ColumnID from the destination sheet to show where to put the link):<\/p>

{\n  \"cells\": [\n    {\n      \"columnId\": 11111,\n            \"value\": null,\n            \"linkInFromCell\": {\n                \"sheetId\": 22222,\n                \"rowId\": 33333,\n                \"columnId\": 44444\n            }\n    }\n     ]\n}\n<\/pre>

<\/p>
Let me know if this works for you!<\/p>
Cheers,<\/p>
Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","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":472,"urlcode":"cell-linking","name":"Cell linking"},{"tagID":563,"urlcode":"api","name":"API"}]},{"discussionID":107600,"type":"question","name":"Drop Downs - Can a Response Trigger the Cell to Change Color?","excerpt":"Hello, Is there a functionality whereby a cell changes color when someone chooses a drop-down choice? For example, my drop-down choices are: Paid Overdue Sent Is there a way to trigger the cell to change to Green if 'Paid' is chosen, Red if 'overdue' is chosen, and Blue if 'Sent' is chosen? I know there are rules I can…","snippet":"Hello, Is there a functionality whereby a cell changes color when someone chooses a drop-down choice? For example, my drop-down choices are: Paid Overdue Sent Is there a way to…","categoryID":320,"dateInserted":"2023-07-13T22:02:54+00:00","dateUpdated":"2023-07-13T22:14:14+00:00","dateLastComment":"2023-07-13T22:25:34+00:00","insertUserID":163335,"insertUser":{"userID":163335,"name":"Stef Seaker","title":"Director of Operations","url":"https:\/\/community.smartsheet.com\/profile\/Stef%20Seaker","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:36:08+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":163335,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-29T02:47:46+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":58,"score":null,"hot":3378573508,"url":"https:\/\/community.smartsheet.com\/discussion\/107600\/drop-downs-can-a-response-trigger-the-cell-to-change-color","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107600\/drop-downs-can-a-response-trigger-the-cell-to-change-color","format":"Rich","lastPost":{"discussionID":107600,"commentID":385173,"name":"Re: Drop Downs - Can a Response Trigger the Cell to Change Color?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/385173#Comment_385173","dateInserted":"2023-07-13T22:25:34+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-29T02:47:46+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":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-26T22:11:46+00:00","dateAnswered":"2023-07-13T22:25:34+00:00","acceptedAnswers":[{"commentID":385173,"body":"
Here is the basic process to conditionally format the background of a cell based on its contents. In this scenario, you would need to setup three format options, one for each color\/selection.<\/p>
\n    
\n        \n            \"CF<\/img><\/a>\n    <\/div>\n<\/div>\n
\n    
\n        \n            \"CF<\/img><\/a>\n    <\/div>\n<\/div>\n
\n    
\n        \n            \"CF<\/img><\/a>\n    <\/div>\n<\/div>\n
\n    
\n        \n            \"CF<\/img><\/a>\n    <\/div>\n<\/div>\n
\n    
\n        \n            \"CF<\/img><\/a>\n    <\/div>\n<\/div>\n

<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=320&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":207,"limit":3},"title":"Trending in API & Developers","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
             

               

                
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