Workflows

Discussion List

  • Log the date and time a cell changes to a specific value
    In Formulas and Functions
    Hello. I've got a sheet I've developed to track approval of purchase agreements. After an agreement makes its way through the approval process, I have the cell "Final Approval" display the words Agreement Final Approval, and the …
    Accepted
    18 6
    Accepted Answer 18 views 6 comments Most recent by Andrée Starå Formulas and Functions
  • Multiple pre-built Approval Columns not available for selection in an approval workflow
    In Using Smartsheet
    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 condit…
    Answered - Pending Review
    5 1
    Answered - Pending Review 5 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Approval Workflow Emails
    In Using Smartsheet
    Hi, I have an approval workflow set up in a form I've created. The email "from name" that is sent to the approver is the name of the person who created the form though. Is there any way to update this? Thanks!
    Answered - Pending Review
    2 1
    Answered - Pending Review 2 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • What is the Cloud storage size of Business Plan.
    In Using Smartsheet
    Dear Sir/Madam, Kindly let us know what is storage size of Business plan? Since we are going to implement Workflow process in our department. Before going to rollout we want to know storage size. Awaiting your response. Thanks and best reg…
    Accepted
    12 3
    Accepted Answer 12 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Approval Workflow
    In Using Smartsheet
    Dear Sir/Madam, Kindly note that email is not capturing while Approver forwarded to another user in absence of Approver. If Mr. Sam is approver for request # 123, Mr. Sam is in leave till end of month so he has forwarded approval request …
    Accepted
    12 2
    Accepted Answer 12 views 2 comments Most recent by Syed Abdul Majid Using Smartsheet
  • Using Workflows to Populate Cell Values
    In Formulas and Functions
    Hi, I'm trying to use workflows to auto-populate a Date Column. Example: When "Work Order State" changes to "Scheduled" populate a system time-stamp in "Scheduled Date". Is this possible? Thanks, Quinn
    Answered - Pending Review
    2 3
    Answered - Pending Review 2 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Outlook custom emails
    In Premium Apps and Integrations
    Hi, Is there a way for Smartsheet to capture Requests For Information from contractors and suppliers if they have a dedicated email address for a sheet? I'm new to SS so not sure what is out there. I know there is an outlook plug-in to pu…
    Answered - Pending Review
    3 1
    Answered - Pending Review 3 views 1 comment Most recent by Andrée Starå Premium Apps and Integrations
  • Print out Workflow
    In Using Smartsheet
    Is there a way to print out the workflow so it can be shared in a presentation or discussion with the team? I seen someone asked last year but there has been no update to that question.
    Accepted
    2 3
    Accepted Answer 2 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Workflow not sending emails
    In Formulas and Functions
    I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or …
    Answered - Pending Review
    143 12
    Answered - Pending Review 143 views 12 comments Most recent by karen_berard Formulas and Functions
  • Automation Workflow - Exclude Hidden Fields
    In Using Smartsheet
    I have a SmartSheet that has several hidden columns that drive other visible column values, conditional formatting, etc. I set up an Automation Workflow to send an update via email when rows are added or changed. The email that is sent f…
    Accepted
    12 4
    Accepted Answer 12 views 4 comments Most recent by Rick Moerloos Using Smartsheet