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Workflow Approval Question
Hi everyone.. i have a pretty complex smartsheet and I'm using workflow approvals.. I have about 50 different columns, but there is conditional logic on the form - so when someone fills out the form.. sometimes they could only see lets say 5 columns (or field elements). The current automation I have is when the submitter…
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Automation notification or email not coming through
Hi! I wanted to have an automation notification set up that when "form uploaded" is checked, it notifies the person in the "manager" cell. I've tried to adjust my automation two different ways, see screenshots below. Simple enough, but it isn't going through.
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Multiple pre-built Approval Columns not available for selection in an approval workflow
I am building a process that will have up to 6 different people approving an action. I'm building separate workflows to control the trigger as some are dependent on others: 3rd, 4th, 5th will all trigger simultaneously with a field condition and a 2nd approval value of 'Approved". I keep trying to build the separate…
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Reporting on Workflow Automation
Hello, I have several sheets that have quite extension workflows set up on them. Is there any way to produce a report or print the sheet which details each of these workflows? Is this what the Workflow ID can be used for? At the moment you can sort the workflows and then go into each workflow individually to see the…
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Automation - Alerts for External Users
Hi there, I am having trouble with the automation in Smartsheet, specifically around alerting external users. The automation is for an issue control sheet, with automation that if "status" = resolved, alert user who logged (via form) with custom message. The automation works soundly, and when I test it with an internal…
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{{A Comment}} as a field in the automated emails
I would like to send automated emails to certain people when a comment is added. I do NOT want the link to the master sheet to be included in that email. I would like to set up an automation that is "message only" with the {{fields}} of my choice. I need the comments fields to be included as a field in this email.
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Using Automation to send single sheet email request, rather than multiple emails
Currently my automation is used to update my users once weekly to update any of their rows with the a cell marked 'Open'. This sends anyone with 8+ cells a single email spreadsheet of the applicable rows that they can review and then update as needed. To everyone else this is spamming six emails to update each row…
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Form Notification - Email Address
Hi, I have created a Smartsheet's form with an automated process behind it that sends approval requests based on certain criteria. Is there a way to change the naming on the email that people receive so instead of people receiving it as Name via Smartsheet <automation@app.smartsheet.com> the name could differ. I would…
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SmartSheet Alert Mail Sender
Hi all, I am the owner of 10 sheets each of one is used by different users. I have set up alerts automation but when the email is sent, it is always shown my email address instead of that of the user. This is a problem as the email is sent to external customers who are always receiving email from me and not from the…
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Novice - Date Status Changed
I want to track when a project changes Status. I'm primarily using the Card View and want the date the Status changes or the project switches swim lanes, to have that day's date. For example: Old Status: Reviewed Date: 10/19/2020 New Status: Completed New Date: [Date Status was changed]
