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Approval Flow Notification
Hello, I have a Smartsheet where employees log purchases that need to be done on the company visa card and have to get approved before the spend happens. That said, we have three categories of spend level and the approval request goes as follows: Under $1,000 - sent to their manager for approval From $1,000 to $5,000 -…
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Provide a template for an Automated Workflow Report
Provide a template for a standard Smartsheet Row Report that collects all creations and modifications of Automated Workflows. Include columns for the Last Execution Date/time, Next Scheduled Execution Date/time, Sheet Name for the source sheet containing the workflow, Created By, Create Date, Modified By, Modified Date
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How do I set up something in Smartsheet for Multiple Projects with the same tasks for each?
Hi, I've spent way to long trying to figure out if Smartsheet can do what I want it to do so I thought I'd ask the experts. I have about 70 events a year and 150 tasks to complete for each event. It is just me working on this so I don't need to assign or escalate. I need to have reminders on certain tasks for different…
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Save a report on a monthly basis
Hi I have a Smartsheet report that I need to save a snapshot of on a monthly basis (1st of each month). Ideally I'd like this automated so that it is downloaded as an excel spreadsheet each month. Currently this is just done manually, by using a reminder and someone needs to login and download the snapshot on the required…
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Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
Hello, I am trying to create a workflow where specific people at a given project are notified when a request is fulfilled. I have set it up as it appears in the included picture but I am only receiving alerts when the first project is selected. Do I have to create a separate workflow for each of the projects or is there a…
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Workflows getting disabled automatically
Hi Smartsheet and @Genevieve P. , We have been using cell change automation flow in our sheet, there are 4 columns namely Pre-Rbm/bm approval, pre - sales head approval, pre- marketing head approval, pre finance treasury approval, these columns are suited as trigger in my workflow, the columns that i mentioned above can…
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Form Entries are Negative
Weekly I have about 15 sites completing the form linked below. The issue, I have roughly two random users each week entering a negative one into the form. One user who is pretty savvy indicated the form is defaulting to a negative one. https://app.smartsheet.com/b/form/ebc99e53148a4a479060b3d695321030 I have NOT setup any…
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Merged: Copy cell data to another sheet with automation
This discussion has been merged.
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Copy Rows to another worksheet automation not working
hello, I'm trying to create a workflow that copy rows into another worksheet using automation however, I do not see my selected destination worksheet I have admin roles in both worksheets and i'm not sure why i couldn't see my reference worksheet in the search box as my destination file. can someone help how to fix?
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ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY
We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process: Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the…