• 🌎 Overview
• 🛠 The Build - X Steps
• Core Functionality
• 1. Create an Airtable Base
• 2. Create a Request Form
• 3. Create an Approvals Table
• 4. Create an Approval Form
• 5. Email the Approver
• 6. Notify the Requester when Approved/Denied
• 💪 Additional Functionality
• 📚 More Resources

🌎 Overview

🛠 The Build - X Steps

Core Functionality

• Automatically send approval emails when a new request is received
• Notify requester of response from approver
• Set up automated follow-on actions

1. Create an Airtable Base

• In Airtable, create a new base from scratch with records for each of the items/files that will be a factor in the approval decision

• If files are used, create an additional field for each file field to retrieve the URL of the file. The formula used to retrieve the URL from a file is as follows:
Copy

RIGHT(LEFT({File}, LEN({File}) - 1), LEN(LEFT({File}, LEN({File}) - 1)) - SEARCH("https://", {File}) + 1)

2. Create a Request Form

• Create a form to capture all the necessary details
• Provide narrative explanations to simplify the process for the user

3. Create an Approvals Table

• Create a new Approvals table with the following fields:
• Request ID
• Response
• Explanation

4. Create an Approval Form

• Create a new approval form view

5. Email the Approver

• Create an "Automation" to send an email when a new record is created

• Design an email to include all the necessary bits in order to make the approval decision
• At the end, include a link to the approval form
• Using a prefill URL parameter, prefill the request ID via the URL

• When the link is clicked to open the form, the ID of the original request will be prefilled into the approval form

6. Notify the Requester when Approved/Denied

• Create a second "Automation", triggering when a new record is created in the Approvals table

• Add an action to find the original request record

• Add an action to send an email to the requester

💪 Additional Functionality

📚 More Resources

• A 15 minute video walkthrough of this build is available in the rlz.io community
• If you haven't used Airtable before, signing up via this link gets me a $10 Airtable credit 🙏