Hi @Spencer_Mullaney - there are ways to do this wholly within Airtable and, as you say, using 3rd party tools - which you choose, I think, depends upon whether the process is “internal” or “external”. I’ve done a similar thing with a proposal sign-off process, but this had external users, so I opted for 3rd party tools (Jotform in this case). If the process sits fully inside your organisation, then you might be happy with an Airtable only process.
I would do it like this:
- A requests table
- An approvals table
The requests table has a link to a form on the approvals table and the url has a “prefill” value (the request ID), so that when you click on the link and go to the form, the specific request value is pre-selected.
As an aside, this illustrates why I see these as internal and external options - there’s nothing to stop the user changing the request when they go to the form. Removing the pre-selected request will allow you to see all available requests and these might contain information that you don’t want to share with all users.
So, for an Airtable only solution, I think your process would be something like:
- Create a request and mark as “ready to approve”
- Use an automation (new record in view) to send an email to the approver
- The email contains the link to the approval form
- The request is approved or denied
- The new record in the approvals table triggers a second automation to send an “approved/denied” email to the original requester
Obviously, you’ll need to add some additional fields to the requests and approvals tables - emails, status and so on.