Proofs - approval status / reminders

Marcin
Marcin ✭✭✭
inSmartsheet Basics

Hi All,

I've a case where I have an invoice that needs to be approved by 3+ approvers. Invoice is fully approved once all of them approve and then can be paid

I was using approval workflow for that using status column & other 3 columns to indicate approvers


However I'm looking if I can simplify the sheet by using Proofs for that purpose so questions:

  1. Is there a way to see if the proof is approved by all invited people & who did not respond (other then going into the proof itself and hoovering over buttons & responses pending)?
  2. Is there a way to send automatic reminders to invited people who did not take action?

Best

Marcin

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Marcin

    I hope you're well and safe!

    Please see my comments/answers below.

    However I'm looking if I can simplify the sheet by using Proofs for that purpose so questions:

    1. Is there a way to see if the proof is approved by all invited people & who did not respond (other then going into the proof itself and hoovering over buttons & responses pending)?

    [Andrée Starå] Unfortunately, no.

    1. Is there a way to send automatic reminders to invited people who did not take action?

    [Andrée Starå] Unfortunately, no.


    Have you explored DocuSign and the new integration?


    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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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Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]},{"discussionID":106835,"type":"question","name":"Can I use Form collected Data to Pre-populate another form?","excerpt":"I have created a Credit App for our company... The form works great for collection of data. Once I have the data though, we need to follow up with Credit References, etc. What I would like to do is have a new form that is sent to someone to follow up with each of the references provided by our customers. What I would love…","categoryID":321,"dateInserted":"2023-06-23T15:12:05+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T19:21:09+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":142957,"lastUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":38,"score":null,"hot":3375084794,"url":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","format":"Rich","lastPost":{"discussionID":106835,"commentID":382087,"name":"Re: Can I use Form collected Data to Pre-populate another form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382087#Comment_382087","dateInserted":"2023-06-23T19:21:09+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T19:18:53+00:00","dateAnswered":"2023-06-23T19:12:52+00:00","acceptedAnswers":[{"commentID":382086,"body":"

It depends on your automation settings. If you set it to unrestricted, you can send to an email address in a cell without giving them access to the sheet. You can also specify which cells are provided in the update request within the automation builder.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]},{"discussionID":106840,"type":"question","name":"Report not showing all rows that match the filter parameters","excerpt":"Hello! I have a sheet that has 3424 rows with a specific Due Date. When I look at that filter option in the report, I see that it sees 3424 for that field. However, when I add that parameter, only 2500 rows display. I can't find a row limit to reports that would cause this. Is there a row limit to reports that I'm unaware…","categoryID":321,"dateInserted":"2023-06-23T16:50:36+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T17:36:10+00:00","insertUserID":74136,"insertUser":{"userID":74136,"name":"asimcock","url":"https:\/\/community.smartsheet.com\/profile\/asimcock","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T17:45:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":39,"score":null,"hot":3375083206,"url":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","format":"Rich","tagIDs":[265],"lastPost":{"discussionID":106840,"commentID":382043,"name":"Re: Report not showing all rows that match the filter parameters","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382043#Comment_382043","dateInserted":"2023-06-23T17:36:10+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T17:47:12+00:00","dateAnswered":"2023-06-23T17:02:03+00:00","acceptedAnswers":[{"commentID":382031,"body":"

See this article. There is a 2500 row limit for reports.<\/p>

https:\/\/help.smartsheet.com\/articles\/2482082-configure-grouping-to-organize-results-in-report-builder<\/a><\/p>"},{"commentID":382036,"body":"

That is only for grouping. If you are not grouping, there should be a small link if you scroll all the way to the bottom of the report to go to the next page.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":265,"urlcode":"Reports","name":"Reports"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&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":5405,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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