Routes each purchase request to the right approvers by amount, logs the outcome and tells the requester.
Uses
Fillout
Gmail
Google Sheets
Approve purchase requests by amount
request.When a Fillout form receives a new response. Save it as request.manager_email to blank.finance_email to blank.purchase_log to blank.outcome to Approved without review.request.answers.Amount is greater than or equal to 1000If request.answers.Amount is greater than or equal to 1000Yes
request.answers["What do you need"] from request.answers.Vendor for $request.answers.Amount Save it as manager_decision.
Who to ask: manager_email
Prepared by: request.answers["Your email"]Requested by request.answers["Your email"]manager_decision.approved is noIf manager_decision.approved is noYes
outcome to Rejected by manager.Change outcome to Rejected by manager.Else if @request.answers.Amount is greater than 10000
request.answers["What do you need"] from request.answers.Vendor for $request.answers.Amount Save it as finance_decision.
Who to ask: finance_email
Prepared by: request.answers["Your email"]Requested by request.answers["Your email"]. The manager has approved.finance_decision.approved is yesIf finance_decision.approved is yesYes
outcome to Approved by manager and finance.Change outcome to Approved by manager and finance.No
outcome to Rejected by finance.Change outcome to Rejected by finance.Otherwise
outcome to Approved by manager.Change outcome to Approved by manager.No
No steps
purchase_log. Save it as logged.Google Sheetsrequest.answers["Your email"]. Save it as replied.
Subject: Your purchase request: outcomeHi,
Your request for request.answers["What do you need"] from request.answers.Vendor ($request.answers.Amount): outcome.Gmail