Best Of
Workflows made simple
Hi all,
Some ideas about making workflows flow better:
- Ability to download the chart into .pdf or .png for others to review/understand without sharing workflow itself
- Adding multiple actions under same condition path
- Ability to create own workflow template that can be re-used on multiple sheets
- Making the update request set up a little more integrated with workflows, to ensure that we can trigger it with specific conditions AND then wait - if the feedback is provided, then good, if not, re-send update request.
Thank you!
Re: Why isn't automation working?
Hi Both,
Just as a comment really but I always set my status = New as a default in any form as I find that triggers as it has a value better than blank.
SueinSpain
Re: Editable field within workflow before approve or decline
The only way to include more editable fields is to switch over to an Update Request.
Paul Newcome
Re: Editable field within workflow before approve or decline
Update Requests can be automated using a workflow / automation the same way an approval workflow / automation is set up. It's just a different action.
Paul Newcome
Re: NEW! Modern forms submission experience with accessibility enhancements
For all users having issues with the sizing… Smartsheet support simply apologized for the "inconvenience" and told me to start a product idea thread to try to get it fixed, so here it is…
Paul Newcome
Re: NEW! Modern forms submission experience with accessibility enhancements
What's up with the bold font in sheets and forms? When I open an existing sheet, the title it bolded and not very professional looking - the clean look is what I'd like to see. Also, I've looked at a few forms I created and there again is the bolded, unprofessional font. Perhaps it's the browser (Chrome) or may be not. I've tried to change within the form and removed bold from the title just to have it look bolded when opening in a new browser window. Bold is good in some areas - just not every area. Pls bring back the former settings or at least let the owner/admin have the capability of formatting how they wish.
CarolynD
Advanced permission setting for approval flow
Is that possible to set up the dedicated password before "open request" to enter the approval page?
If approver A has received the request and has no permission to open the attachment, he will forward this email to the related party to get the password. In this case, other people such as B may click this link and submit it by mistake once got the link. And Smartsheet will record that "A" has approved this request. How can we prevent this issue occurs by setting a dedicated password?
Yolanda Wang
Re: Column Links Now Generally Available!
I believe that Table view will eventually fully replace Grid view. I just dug through the Table View FAQs on this thread
And I found this:
Is table view replacing grid? Grid view will remain available for the foreseeable future. Once table view fully supports key grid features, it will transition to become the new default experience. Once the majority of our customers no longer utilize grid view, we plan to retire it.
SSFeatures
Re: How do i make the form labels or help text visible in an email workflow?
Could you give me a screenshot of how this may work? Happy to try and implement on my own sheet if it will do the job :)
Michael Green22
Sheet Formula to reference DataTable
DataTables work well for their limited purpose. However, to analyze the data you must create a limited sheets from the data then analyze that data, even if all you want is a Sum Total. I would be great to be able to use formulas that reference this data, such as: Sumif(s), Countif(s), Index/Match and others.
Matt_A