Geared towards monetary-focused requests. Primary field is Amount. Example workflows:

• Purchase Requests
• Expense Reports
• Purchase Tracking
• Invoice Tracking
• Personal Development Budget Tracking

For reference, check out the Purchase Requests Airtable Template available for you to copy in the Airtable Universe.

Add each of the following required fields to your Airtable:

Required Fields

You can choose to add optional fields that might cater to your specific workflow. If you don't need any of these fields, you can choose not to add them to Airtable and they won't get picked up by Clockworks to create the Approval Request.

Optional Fields

• Please note that the way Airtable displays Rollups fields reverses the order selected in a multi-select field. Clockworks will automatically reverse the Rollup result for you. We recommend you set up the Approvers Field and use that to select approvers while you run your process and hide the Approver Names and Approver Email Address fields.

Confused? We apologize, our documentation is also in Beta. Please reach out!

Drop us a line: [email protected]