Best Of
Re: Introducing the 2023 Core Product Certification Exam + Community Badges
Thanks! I did the certification and found it fairly straightforward, although I wish there was a way to turn the missed questions into a learning experience at the end by providing more information on the questions that were missed. I want to be able to fill in the gaps in my knowledge about some of the topics, but there is no record of the specifics missed, only the general themes.
LizTo
Use workflows to streamline your approval process
Suppose you work in a marketing department, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content approval workflow in Smartsheet:
Define Workflow Stages (Statuses):
- Draft
- Review
- Revision Needed
- Final Approval
- Published
Create Columns:
- Content Title
- Assigned To (for assigning tasks to team members responsible for the review)
- Due Date
- Status (dropdown column with the defined workflow stages)
- Comments (for feedback and communication during the review process)
Create Workflow Rules:
- Rule 1: When the status is set to "Draft," assign the task to the relevant team member for the initial review and set the due date.
- Rule 2: When a team member sets the status to "Review" and adds comments, automatically change the status to "Revision Needed" if any revisions are required.
- Rule 3: When a team member sets the status to "Final Approval," assign the task to the appropriate approver for final review and set the due date.
- Rule 4: When the approver sets the status to "Published," notify the team that the content is approved and ready for publication.
Collaborate and Track Progress:
- Team members can access the Smartsheet, review assigned tasks, and update the status and comments as needed.
- Approvers can easily view pending tasks, provide feedback, and approve the content for publication.
By implementing this content approval workflow in Smartsheet, you can streamline the review process, ensure proper feedback and revisions, and maintain visibility on the progress of each piece of content. The automation saves time by assigning tasks, triggering notifications, and keeping everyone involved in the loop. Additionally, the history and comment features in Smartsheet enable transparent communication and provide an audit trail of the entire approval process.
Melissa Yamada
How to use Smartsheet API in Knime to get data
Hi All,
I was trying to use the GET Request node in Knime to get data from some reports and sheets using Smartsheet API.
But looks like I can only use "https://api.smartsheet.com/2.0/sheets" or "https://api.smartsheet.com/2.0/reports" to get info for all sheets or reports. And when I include the reportid or sheetid, it gives me 40x error.
Can you please let me know what is the correct way to use Smartsheet API in Knime?
Thank you.
Carmen W
Re: #INCORRECT ARGUMENT SET
Hi @WinaHath you have the same problem as Shubha did. You have too many arguments in your Collect statement. That's what that error means. Are you trying to find the first match for the Department Code in another sheet, where Approval Sequence=1?
If so, then don't use ,0 anywhere. I'm going to assume you want the first match in the Collect, so try
=INDEX(COLLECT({Approved By}, {Department Code}, [Department Code]@row, {Approval Sequence}, 1),1)
Brian_Richardson
Re: Is there a way to automate new row upon receipt of email? And autopopulate basic fields?
Hi @CamSME
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Here's a possible workaround or workarounds
- Using a 3rd-party service like Zapier or similar
- Using the Smartsheet API
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
Andrée Starå
Re: OR in COUNTIFS Formula
Column formulas cannot reference a specific row number. All cell references must be "@row" references.
Try putting the date in a Sheet Summary field and referencing that instead or putting the date on every row and using "@row" references.
Date on every row:
COUNTIFS({part 3 #}, [Part Number]@row, {status}, OR(@cell = "Repaired", @cell = "Beyond Repair"), {rma closed date}, <=Date@row)
Date as Sheet Summary Field:
COUNTIFS({part 3 #}, [Part Number]@row, {status}, OR(@cell = "Repaired", @cell = "Beyond Repair"), {rma closed date}, <=Date#)
Paul Newcome
Re: OR in COUNTIFS Formula
Yes. You still need the "@cell" even when referencing another sheet because you have already established the range.
Paul Newcome
Re: Formula to set the Task Health.
Looks like you typed up your formula in Word (or some other similar program) as opposed to directly in Smartsheet. Your slanted quotes are called "smart quotes" which (ironically enough) are not recognized as valid characters in Smartsheet formulas. You will need to retype the formula directly in Smartsheet, here in the Community, or in a text editor such as Notepad to get the appropriate quotes (notice the ones here are straight up and down instead of slanted).
Paul Newcome
Re: OR in COUNTIFS Formula
Remember that the syntax for the COUNTIFS function is COUNTIFS(range 1, logical statement 1, range 2, logical statement 2, etc etc etc.
{status}, OR(@cell = "Repaired", @cell = "Beyond Repair (BER)")
Here, {status} is the range, and the entire OR statement is the logical statement. @cell is referencing back to {status} in the range.
Carson Penticuff
Re: Automatically Delete Attachments when a condition is met?
Hi @Krys West - this is a good thought. Our organization has explored this before with a few other projects and at the time couldn’t find a way to make this happen.
You can add new versions of the document over top of previous versions - which solved our use case (but all other versions are still accessible if looking through the doc version history).
