-
Changing labels on approval workflow
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 'approved' or 'feedback provided' instead of declined. Thanks, Natasha
-
Form - Copy of Answers
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) that we'd like them to have a copy of. If they can't receive the whole form along with their answers, is it possible to add…
-
Automate the copying of rows and deleting previous versions
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 project ID's. I can find previous versions of the copied data, but I'd like to automate it so that when the new information is…
-
Automated workflow triggering incorrectly
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, the conditions set to exclude that notice are still receiving the alert. Is this due to the "Any Value" trigger or is…
-
Formula not working in Smartsheet when data is populated from form
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 Smartsheet using formula =IF(([Loan Servicing]@row)="N/A",1) but not if the selection N/A is being populated from the form. Thank…
-
Generating dates based on dropdown choice in another cell
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 of 2 days' resolution; if we get them by email, it's 10 days. I would like to be able to auto-generate deadline dates for…
-
Automations Not Being Replicated Correctly By Control Center
For my project - I want Control Center to recreate sheets that have certain automations linked to it. These automations copy/move rows to sheets in the newly created project folders. However, when a new project folder is provisioned using Control Center, the workflow still writes the copied row to the original sheet in the…
-
How to automatically copy a cell value to the next column
Hi =), It is likely a very easy solution for you guys. I've two columns one for the client names (Dropdown list) and another one for OTHER ( if they can't find the client name from the dropdown). I wanted to bring the OTHER client name automatically to the client name once someone enters data in the OTHER column. Goal is…
-
Automation from Cell Value
I'm trying to create an Automation that sends an email when a cell in column is above a certain value. I would preferably like to reference the value of another cell in the same row in the email. I only seem to be able to create the Automation when the cell is exactly a certain value not above a certain value. As an…
-
How to connect symbols with text
Hi, I'm trying to connect the symbols to a column for "not started", "In progress", "Complete". Is there any way I can do it? I'm trying to change the text automatically when an assigned person change the status of the project. Please see the attached screenshot.