-
Workflow or Alarm
Hello all, I work in company established in Germany. So my english writing can confuse you. I am new here and want to ask a question regarding the workflow / alarm tool. The automated mails are linked to a formular or the receiver gets a link to the complete Project. Is it possible to link the alarm to a DashBoard? This is…
-
Can a Dependency outcome be set to show an early or late value in production process?
Hi There, I am using my smartsheet to manage a production of furniture goods. I have set columns up for Start/ Finish/ Expected finish/ Duration/ and Delay to Expected finish. This will enable me to see where the delays are happening in the process and analyse where to improve. I have set the dependency between the…
-
Capturing Approval Dates
I didn't see a solution to this anywhere, but I was wondering if there is an easy way to capture the approval date and put that date in another cell. I'd like to use this as a predecessor to another task, and if the approval is late, the other dates adjust. I want approvers to easily see how their delaying approval of a…
-
Automation update request failed to work
Hi There It’s several days the I’m trying to create an automatic workflow without success. Flow explanation: I want smart sheet will sent an daily request to person (wrote in contact List…) to fill specifics cells in case it’s Blank. It’s look very simple but unfortunately it doesn’t work for me. I’m really thanks for…
-
Recurring Alerts
I have several dates per task that need alerts. I would like to send alerts once/week until they check done. I would also like to display the undone tasks for next 3 months on their dashboard. Once they are done, remove tasks from dashboard. Can you please help me with out to set this up? Example Chicago, IL Lease (Task) 1…
-
Sheet automation with a mix of relative dates and date ranges
Hello, One of our teams is using Smartsheet for team calendars, tracking things like time off, travel, working from home days, etc. Key notification criteria is based on start and/or end dates. Currently, their notification is setup to trigger when the start date is today. This doesn't catch when there is a date range…
-
Poor Quality Outlook Emails from Smartsheet Automation
When receiving emails from smartsheet.automation.com, we are experiencing very poor quality emails that have large spacing between paragraphs, and sometimes the text is stripped from a sentence and moved to a different row. I had our IT look at it because I had a feeling it had something to do with our "Warning Label"…
-
Multiple types of approvals
I am new to Smartsheet and having problems setting up multiple approvals. I need to have: Approved, Approved - Needs More Info, Not Approved. I am struggling to get the Approved - Needs More Info be an option
-
Workflow Issue- Slack
Trying to set up a workflow that includes sending a notification to a slack channel. as soon as i select slack, it kicks me out of the workflow setup. Ive tried on multiple workstations. same issue. Any ideas?
-
Send to Contact in a Cell detail not displaying under Recipients in the Workflow Pane
I am looking as to why during one of the last updates in Smartsheet when using Send to Contact in a Cell in Alerts we no longer see the reference column detail under Recipients in the Manage Workflows Pane. My users are questioning who gets the alert since we only have Trigger and Actions lines summary visible for…