Creating workflows for repetitive tasks in Smartsheet

How do I automate the workflows in smartsheet for repetitive tasks?

For example

Scenario 1: The issue has been raised by Testing team - which goes to the Development team, they modify the code, Testing team tests the modified code - if the issue is resolved, the issue is closed, if the issue is not resolved the cycle continues

Find more posts tagged with

API and Developers

Formulas

Project Management

Enhancement Request

Comments

Andrée Starå

Hi Asha,

You'd use Alerts & Actions to set up a Workflow for that scenario.

Let me know if I can help!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Asha Rajesth

Hi Andree,

Thanks for your prompt response. I have used the alerts and actions in my workflows. I needed help to set up a workflow using formulas and creating a template which will manage the scenario dynamically with changing owners (which can be prefed - in terms of the tasks they manage - for example - testing, development etc)

regards

Asha

Andrée Starå

Happy to help!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Best,

Andrée

BellevueGuy

Thanks for posting these solutions. I reckon I have simplified it by simply adding days, except for Monthly and Quarterly, where I have used yours. If it works for you, here you go, otherwise please post any issues. I added "fortnightly" as a joke, but it works. Thanks!

=IF([Last Completed]1 = "", "", IF([Test Frequency]1 = "Daily", [Last Completed]1 + 1, IF([Test Frequency]1 = "fortnightly", [Last Completed]1 + 14, IF([Test Frequency]1 = "Monthly", IFERROR(DATE(YEAR([Last Completed]1), MONTH([Last Completed]1) + 1, DAY([Last Completed]1)), DATE(YEAR([Last Completed]1) + 1, 1, DAY([Last Completed]1))), IF([Test Frequency]1 = "quarterly", [Last Completed]1 + 90, IF([Test Frequency]1 = "Semi Annually", [Last Completed]1 + 180, IF([Test Frequency]1 = "Annually", [Last Completed]1 + 365)))))))

Andrée Starå

Happy to help!

Not sure that you intended to post in the thread. ??

Here's another improvement suggestion for your formula. @row so you don't need to think about the row numbers, and it also takes fewer resources.

=IF([Last Completed]@row = "", "", IF([Test Frequency]@row = "Daily", [Last Completed]@row + 1, IF([Test Frequency]@row = "fortnightly", [Last Completed]@row + 14, IF([Test Frequency]@row = "Monthly", IFERROR(DATE(YEAR([Last Completed]@row), MONTH([Last Completed]@row) + 1, DAY([Last Completed]@row)), DATE(YEAR([Last Completed]@row) + 1, 1, DAY([Last Completed]@row))), IF([Test Frequency]@row = "quarterly", [Last Completed]@row + 90, IF([Test Frequency]@row = "Semi Annually", [Last Completed]@row + 180, IF([Test Frequency]@row = "Annually", [Last Completed]@row + 365)))))))

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Sign in to join the conversation!

Quick Links

Trending discussions

Getting error message in approval email
Hey, Is anyone else facing this issue in the approval notifications sent through smartsheet
Add Package Count Based on Customer
I have a sheet with a list of customers in one column, and then the following columns are City, Monday, Tuesday, Wednesday, Thursday, Friday. I need help with a formula that I can put in my sheet summary so that if the customer column says Staples (It can say this in multiple rows) that it will tell me the total package…
Automation not triggering all of the time
Hi Smartsheet community, I've always tried to answer questions but this is my first time posting. So I have formula =IF([Project Status]@row = "Complete", 1, 0) set up in the "Complete Check - Hide column" to check the box when the project status is marked complete. The project status column is tied to several other sheets…