Sign in to join the conversation:
I have an invoice approval workflow which is working fine, however there's a checkbox which I'd like them to tick before approving and the 'form' doesn't let them. Is there a way around this?
Do you mean if they change the status of the checkbox, they can not click "send the form" in the end ?
Hi,
If you're using an Approval Workflow it's not possible. If you could change it to an Update Request Workflow instead or a combination of both that would work.
Would that work?
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hi Andrée,
I thought that might be the case. Thanks!
It's not a form, it's an invoice approval workflow, so there's no "send the form" box. Apparently it's not possible to check the box in this way. Thanks though.
Happy to help!
@Paul Newcome , Hope you are well. Question for you, meant to ask quite some time ago but forgot. You had shared this right after Engage 2025. I'm unfamiliar with the view and how to create it. Can you tell me about this view?
I am trying to change owner on a Smartsheet sheet to the owner of the workspace it is located in. I keep getting an error message stating the permissions need to be managed at the workspace level. I am unable to change owner for the sheet at the workspace level. Not sure how to accomplish this change. HELP!
I would like to add two dynamic filters as a widget within my Dashboard to define a date range (start and end date) which would then return a count value to that same Dashboard. I have been searching for answers but am not coming up with the solution I'm looking for. What is the cleanest way to configure this?