Q&A
we have a purchase request form that employees fill out. right now the form just dumps into a spreadsheet and someone emails the manager to approve or deny. the manager replies to the email, then someone else manually does the next step (creates the PO, notifies procurement, etc)
its slow and stuff falls through the cracks constantly. last month we had 3 requests just sitting in someones inbox for 2 weeks because the manager was on PTO and nobody followed up
what i want is something like: employee submits form > manager gets a notification and approves/denies > if approved the workflow automatically does the next steps
is this possible here without writing a bunch of code? we tried doing this in zapier before and it got really messy with all the conditional branches
yeah this is pretty straightforward actually. you build it as a workflow with a form trigger as the starting node, then add an approval node after it
the approval node sends a notification (email or in-app, you pick) to whoever you assign as the approver. they get a link, click approve or reject, and the workflow continues down the right branch
for the PTO scenario you can set a timeout on the approval node and have it escalate to someone else if it sits too long. we have ours set to 48 hours before it goes to the backup approver
the part after approval is just regular workflow nodes - send an email, update a table row, call an API, whatever you need
RT
River Thompson · Mar 27
oh man the timeout escalation thing is clutch. weve lost so many requests to managers just not responding
PW
Phoenix Walker · Mar 27
we run something similar for our expense claims. form goes to the direct manager, if amount is over 5k it also needs finance approval. the workflow handles all of that with a condition node checking the amount and routing accordingly
one tip - store every submission in a TinyTable too, not just the approved ones. helps when someone asks "what happened to my request" and you can just pull it up with the status
JH
Jamie Hernandez · Mar 27
saving this thread. we need exactly this for our time off requests