Proofing Automation
How do I use the workflow automation for approval with Proofs? For example, I need to send a PDF proof through a workflow to be approved, but I am unable to do this through automatic workflows (cannot add a Proof) nor the Proofing feature, which is not automated.
Also wondering if I can use dynamic cell data in Proofing requests. https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages
Answers
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I hope you're well and safe!
Unfortunately, it's not possible now to set up workflow automation or use the placeholder feature for proofing, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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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