Asks an approver about each new Smartsheet purchase request, marks the row, then posts in Teams or emails the requester.
Uses
Microsoft Outlook
Microsoft Teams
Smartsheet
Approve Smartsheet purchase requests and tell purchasing in Teams
SmartsheetWhen a row is added to a sheet. Save it as purchase_request.When a row is added to a sheet. Save it as purchase_request.
Who approves purchase requestsSet approver_email to blank.Mailbox the rejection email is sent fromSet sender_mailbox to blank.
Ask the department head to approveRequest approval: Approve the purchase request on row purchase_request.row_number of purchase_request.sheet_name Save it as decision.
Who to ask: approver_email
Prepared by: purchase_request.created_by_emailRequested by purchase_request.created_by
purchase_request.row_text
Open the row: purchase_request.permalink
Status to write on the rowUse Approved if decision.approved is yes, otherwise Rejected and save it as request_status.Mark the row Approved or RejectedUpdate a row in a sheet. Save it as marked_row.SmartsheetWas the request approved?If decision.approved is yesYes
Post the approved request in PurchasingSend channel message. Save it as purchasing_post.Purchase request approved by decision.decided_by.name
Requested by purchase_request.created_by
purchase_request.row_text
Open the row: purchase_request.permalinkMicrosoft TeamsNo
Email the requester the reasonSend an email to purchase_request.created_by_email: 'Your purchase request was not approved'. Save it as rejection_email.
Sender: sender_mailboxHello,
Your purchase request was not approved.
Reason: decision.comment
Your request:
purchase_request.row_text
...Microsoft Outlook