Approve purchase requests by amount

Small purchases shouldn't wait on a manager, and big ones shouldn't skip finance. When a purchase request form is submitted in Fillout, anything under $1,000 is approved straight away, $1,000 to $10,000 needs the manager, and anything over $10,000 needs the manager and then finance.

Every request is logged in your sheet with its outcome, and the requester is emailed the result. Requesters can't approve their own request.

FilloutWhen a Fillout form receives a new response. Save it as request.When a Fillout form receives a new response. Save it as request.

Manager's emailSet manager_email to blank.

Finance approver's emailSet finance_email to blank.

Purchase logSet purchase_log to blank.

Outcome of the requestSet outcome to Approved without review.

If request.answers.Amount is greater than or equal to 1000If request.answers.Amount is greater than or equal to 1000

Yes

Ask the managerRequest approval: Approve request.answers["What do you need"] from request.answers.Vendor for $request.answers.Amount Save it as manager_decision. Who to ask: manager_email Prepared by: request.answers["Your email"]Requested by request.answers["Your email"]

If manager_decision.approved is noIf manager_decision.approved is no

Yes

Change outcome to Rejected by manager.Change outcome to Rejected by manager.

Else if @request.answers.Amount is greater than 10000

Ask financeRequest approval: Approve request.answers["What do you need"] from request.answers.Vendor for $request.answers.Amount Save it as finance_decision. Who to ask: finance_email Prepared by: request.answers["Your email"]Requested by request.answers["Your email"]. The manager has approved.

If finance_decision.approved is yesIf finance_decision.approved is yes

Yes

Change outcome to Approved by manager and finance.Change outcome to Approved by manager and finance.

No

Change outcome to Rejected by finance.Change outcome to Rejected by finance.

Otherwise

Change outcome to Approved by manager.Change outcome to Approved by manager.

No

No steps

Log the requestAdd a row to (not set) in purchase_log. Save it as logged.Google Sheets

Tell the requesterSend an email to request.answers["Your email"]. Save it as replied. Subject: Your purchase request: outcomeHi, Your request for request.answers["What do you need"] from request.answers.Vendor ($request.answers.Amount): outcome.Gmail