Help

Calendar: Proposed Date field created and now need help with automation, approval, etc...

637 1
cancel
Showing results for 
Search instead for 
Did you mean: 
mcutl1
4 - Data Explorer
4 - Data Explorer

Hello!

First time using this forum so really looking forward to your expertise to help with our calendar management. 

Our goal is to create an automation/approval process as I we 2 date fields, one as date we input, another as proposed date that a user can enter if the first date doesn't work. 

When someone types in the proposed date field, I want that to trigger that to go to specific team to then review, click approve/deny.

If approved, that proposed date would then replace the date field.  If deny, we can have a comment box for reasons or perhaps other suggested dates.

Please let me know if you can help with this and have alternate route to achieve the goal as above is just some thoughts. 

Thank you so much! 

1 Reply 1

All of this seems doable, yeah.  What problems were you facing when you set this up?