Workflow only showing column headers not data
I have an invoice that has 2 levels of approval on it but when I get a test email from the workflow I see that it only has the the column headers on it but no way to see the actual data without going out of the view request and into the sheet. Not understanding the intent of the automated email if when you click View Request it does not take you to the sheet itself to actually see the data. Did I miss enabling something when I created the workflow?
Answers
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Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Here is a screen shot:
What you see above (Description, Helper, Quantity, etc.) are all of the columns:
What you see above are the column headers so they aren't seeing the actual data. You can see at the top, which is coming from the notification email, where I put a link to the actual sheet but this makes them connect to the sheet, review the data then come to the notification email, click View Request, scroll to the bottom and Approve or Reject. Seems real clunky to have to go in and out so I suspect that I did not set up the workflow well.
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I'd be happy to take a quick look.
Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Your solution is for Excel and not Smartsheet so that it won't work, unfortunately.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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