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03-07-2025 02:41 PM
I am currently looking at using CWM to help organize tasks and want to add one or more people to approve the task. I added the Approver column and was able to add someone's name there. However, I am not clear where they record their 'approval' of the task and if/how I move it to the next Approver.
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03-08-2025 08:13 PM
Hi Amber,
You could achieve your desired flow with additional custom columns and some automation. For example:
1. Create a new dropdown column: "Approval Status" with custom fields such as "Approved", "Needs more information", etc
2. Create an another column for another approver, e.g. "Stage 2 Approver"
3. Create an automation:
When "Approval Status" is "Approved", then send an email to "Stage 2 Approver"
-Lillian
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03-08-2025 08:13 PM
Hi Amber,
You could achieve your desired flow with additional custom columns and some automation. For example:
1. Create a new dropdown column: "Approval Status" with custom fields such as "Approved", "Needs more information", etc
2. Create an another column for another approver, e.g. "Stage 2 Approver"
3. Create an automation:
When "Approval Status" is "Approved", then send an email to "Stage 2 Approver"
-Lillian