Discover the step-by-step process to create an approval workflow in Airtable. Unleash your productivity, and make decision-making smoother with this straightforward guide.
Configuring an approval workflow in Airtable makes task management and accountability a breeze. Set up automations to move tasks or documents through approval stages effortlessly, promoting well-organized teamwork. This involves creating a base to log approval statuses, crafting views for each stage of the workflow, and setting up notifications as well as status updates. Using Airtable's advanced features can streamline complicated approval processes, boosting team productivity.
Request Name
(Single line text)Description
(Long text)Requester
(Single select or linked to a Users table)Approval Status
(Single select with options: "Submitted", "Under Review", "Approved", "Rejected")Approval Comments
(Long text)Request Name
, Description
, and Requester
.Approval Status
is "Submitted".Approval Status
field to "Under Review".Approval Status
to either "Approved" or "Rejected" and add feedback in Approval Comments
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