Automation based on Sheet Summary

05/29/20
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Can I set up an automation based on a field in a sheet summary?

What I'm ultimately trying to do is set up a review/approval workflow for an entire spreadsheet. Everything I've tried so far (adding status column to the sheet, using a separate summary sheet to track approvals, etc) has been fairly clunky for our team so I'm looking for a more simple, streamlined solution that is quick to set up.

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  • Hi @Andrée Starå !


    I think I see what you mean, so use a formula (=[summary field]#) to make the approval stage appear in a column of the spreadsheet and then use that column for the automation. Let me know if you had something else in mind- I didn't know you could do that so that's super helpful!


    Thanks so much! 😊

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Jessy Martin

    Yes, that's correct.

    Excellent!

    You're more than welcome!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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