Workflows

 

Discussion List

  • Does anyone else have trouble with attachments missing from email notifications within a workflow?
    In Using Smartsheet
    We use smartsheet for electronic applications. Once a new application is submitted, we generate documents, and check a box which triggers our workflow. It is supposed to include attachments, but sometimes it is missing. Does anyone happen …
    Answered - Pending Review
    9 1
    Answered - Pending Review 9 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Changing labels on approval workflow
    In Using Smartsheet
    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 …
    Answered - Pending Review
    27 2
    Answered - Pending Review 27 views 2 comments Most recent by jmo Using Smartsheet
  • Workflow Copying - Entire Columns
    In Using Smartsheet
    Hello Experts, I am writing a workflow to copy and paste a particular Column value from 1 sheet to another sheet. However, the workflow is copying the entire column details from the spreadsheet.
    Answered - Pending Review
    338 12
    Answered - Pending Review 338 views 12 comments Most recent by Andrée Starå Using Smartsheet
  • Workflow timing is unavailable
    In Using Smartsheet
    I am attempted to update my workflow automation "Run workflow" from "When triggered" to "Hourly", but I am getting the pop-up window below when Saving. Anyone familiar with it? Any workarounds? Thank you!
    Answered - Pending Review
    212 7
    Answered - Pending Review 212 views 7 comments Most recent by Genevieve P. Using Smartsheet
  • Automated Workflow Condition was not met but workflow executed
    In Using Smartsheet
    I created an automated workflow with the trigger to request a status from contacts in a cell on a bi-weekly basis if the following conditions are met. There were multiple requests sent to the contacts whose applications didn't have the Dis…
    Answered - Pending Review
    10 1
    Answered - Pending Review 10 views 1 comment Most recent by Paul Newcome Using Smartsheet
  • Notification Trigger 44 Weeks After Date
    In Using Smartsheet
    Hello, I'm trying to set up an automatic notification for training reminders without using helper columns. I'd like to set up the trigger date as 335 days after a specific date (4 weeks before they need to renew). For example, if they rene…
    Answered - Pending Review
    6 2
    Answered - Pending Review 6 views 2 comments Most recent by Janette Using Smartsheet
  • Workflow condition starts with < N
    In Formulas and Functions
    We have a use case where an assignee is variable based on an ID 'number.' The ID Number starts with a letter code, and the assignee is IF ID starts with A-M THEN AssigngedTo = [email protected] ELSE AssigngedTo = [email protected]
    Answered - Pending Review
    19 2
    Answered - Pending Review 19 views 2 comments Most recent by Tony B Formulas and Functions
  • Assign Workflow issue
    In Using Smartsheet
    I think I've been looking at this for too long and I need help! I received this message "We had additional conditions set up that didn't show disabled, but wouldn't assign on this workflow so we changed them to be OR and apparently it…
    Answered - Pending Review
    31 4
    Answered - Pending Review 31 views 4 comments Most recent by adegeus101536 Using Smartsheet
  • Automating Document Generation and Print
    In Using Smartsheet
    We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details a…
    Answered - Pending Review
    41 6
    Answered - Pending Review 41 views 6 comments Most recent by WernerDoubell Using Smartsheet
  • Simple change cell workflow not working
    In Using Smartsheet
    Hi, I have created a very simple workflow to change a cell (check a checkbox) when a status changes to "Complete." It is not working. I've had the same problems with similar workflows - (Add text to a notes field when a status …
    Answered - Pending Review
    103 12
    Answered - Pending Review 103 views 12 comments Most recent by Scott Adams Using Smartsheet