how can add multiple approval request in the same row and cell using workflow?

mystery
mystery
edited 09/01/21 inSmartsheet Basics

I am tyring to make an ERP system. I created workflow to approved from the purchasing department and its department's manager with email. However, i can add multiple items in one time to approved(in item code column). How can it possible ? I tried multi select dropdown but workflow does not work.

Thanks.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@mystery

    I hope you're well and safe!

    Not sure I follow.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    了我的帖子(s)帮助或回答你问uestion or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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    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.

  • @Andrée Starå

    I have a source sheet and also a purchase sheet. I want to be able able to see all purchase request with details(which is who is request ). I created column which is name 'name' and accepted single select dropdown. I also linking with source sheet. Becaus ı want to reach every person's which is send new request, department information because I created a workflow to approve person's requests through email. However, employees have to request only one item to create purchase request at each form. I want to upgrade this form. Employees do not have to enter single item to purchase at each form.I think they can enter multiple item to create multiple purchase request at the same time using workflow. My main question is could people create multiple row(multiple new requestes) using one form?(It means that employees can create more than 1 item request to purchase but ı can also will link another source sheet which is item source sheet. I planned to reach deatils of each items according to item number that in main sheet.) Is it possible?

Thank you for the quick reply kirstie858<\/strong><\/a>!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-06 04:04:01","updateUser":{"userID":155650,"name":"vponis","url":"https:\/\/community.smartsheet.com\/profile\/vponis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu123eObw5fLQtcthrpqsoWY319L3hmQyAsPTpm6=s96-c","dateLastActive":"2022-12-06T04:02:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":98392,"type":"question","name":"Summary Formula Result in new Formula","excerpt":"I am generating multiple results in a Summary Sheet. I would like to use these results in a new formula within the same Summary, is this possible? SS_Result1 SS_Result2 new formula =sum([SS-Result1]-[SS-Result2]) otherwise I have to combine the formulas within each against themselves, kinda tedious","categoryID":321,"dateInserted":"2022-12-04T20:14:28+00:00","dateUpdated":null,"dateLastComment":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154303,"lastUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3340437774,"url":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","format":"Rich","lastPost":{"discussionID":98392,"commentID":353136,"name":"Re: Summary Formula Result in new Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353136#Comment_353136","dateInserted":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+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":"2022-12-05T14:48:17+00:00","dateAnswered":"2022-12-04T23:22:27+00:00","acceptedAnswers":[{"commentID":353095,"body":"

Hey @SkiPatrolScott<\/a> <\/p>

Yes, you can use an existing summary field in another summary field within the same sheet. You can either click into the formula field of the existing formula to add to new formula, or type out the field name. Summary fields use a # in place of a row indicator. Using your example from above:<\/p>

=new formula =[SS-Result1]#<\/strong>-[SS-Result2]#<\/strong><\/p>

If this doesn't make sense, help me understand where I lost you and I will try to explain it better.<\/p>

Kelly<\/p>"},{"commentID":353136,"body":"

Thanks @Kelly Moore<\/a> , I did have to add a ( around the equation ) but it did work.<\/p>

=sum([summary field1]#-[summary field2]) the correct answer was produced.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 14:48:17","updateUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":98381,"type":"question","name":"Smartsheet Form Logo Question","excerpt":"Hello Smartsheet Community, I have a question that is probably obvious that I am overlooking it. I am creating and I am incorporating a logo into the form. I am able to incorporate the logo, but it's small when you open the form. Is there a way to make the logo bigger? Or, elongate the image so it goes across the top of…","categoryID":321,"dateInserted":"2022-12-02T20:32:19+00:00","dateUpdated":null,"dateLastComment":"2022-12-03T18:37:12+00:00","insertUserID":147643,"insertUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":112221,"lastUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":23,"score":null,"hot":3340106371,"url":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","format":"Rich","lastPost":{"discussionID":98381,"commentID":353078,"name":"Re: Smartsheet Form Logo Question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353078#Comment_353078","dateInserted":"2022-12-03T18:37:12+00:00","insertUserID":112221,"insertUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:41:20+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/868U3BF057NI\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-12-05T17:14:43+00:00","dateAnswered":"2022-12-03T18:37:12+00:00","acceptedAnswers":[{"commentID":353078,"body":"

Hello @Anthony DAmbrosio<\/a> <\/p>

The following reference states the dimensions for a form logo is 300pix wide x 52pix tall. <\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2478921-create-a-quality-logo-to-brand-your-smartsheet-items#toc-where-your-logo-appears-and-how-smartsheet-resizes-it\n <\/a>\n<\/div>

You may need to play with your layout, as suggested in the article, to maximize the size of the text.<\/p>

Kelly<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 17:14:43","updateUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">