Automations
Discussion List
- Hi Guys I have an automation running for approvals. Ill add an image for reference. What I'm trying to achieve: We want PERSON A to be able to make a request to PERSON B. B must then approve or declin…
- I am using Smartsheet for inventory stock count, and want to trigger an approval when staus column in all rows are "Closed", and then the approver could approve the whole sheet in just one step. Is th…
- We have developed a form recently for our Business scenario and we would like to add in a feature. I am not sure if it is existing as of now in Smartsheets. We need to send the user who submitted the …
- Let's assume for a second that I have a file that is titled "Project Info". I also have a folder called "Projects". Every file in the project folder has the same columns though the project names are d…
- Hi, I am creating approval workflows and was wondering if I can change the labels on it. The default are 'approved' or 'declined'. Is there a way to change that? For example, I'd like it to say 'appro…
- Hello, Is it possible for a form submitter to receive not just their answers, but also a copy of what they filled out? Our form has information in the question descriptions (not just the Q&A fields) t…
- I'd like to automate the copying of a row into a secondary sheet when a cell is updated. Then delete any older versions, on the secondary sheet. I have already created a system column to create projec…
- We have an Alert workflow that should not be sent for certain service lines. We currently us the "Any Value" trigger because we only want these sent when an Account ID is entered to the sheet. However…
- I'm using a form to populate my Smartsheet. If N/A is selected from a dropdown list the completed column for that section should be checked (see below). I can get it to work when selected in the Smart…
- Hi everyone, I'm very new to this and trying to generate a formula that will calculate deadline dates based on dropdown choices in another cell. If we get customer queries by phone, we have a deadline…
