-
How are institutions using Smartsheet to manage incident reporting workflows?
Hello, How are institutions using Smartsheet to manage incident reporting workflows that involve notifying multiple departments, each responsible for investigating and reporting back? I'm interested in examples or ideas on how to set up the sheets and workflow to streamline this process.
-
Limit on workflows triggering other workflows (aka daisy chained autoamtions)
I have a "Re-Release" process that is very long and complex. At one point in the process, a row goes through a series of automations that trigger each other. These automations copy the row to an archive sheet, move the same row to a "Re-Release" sheet, copy the ID# to an "Previous ID #" column, clear the data in over 60…
-
Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
-
Smartsheet JIRA Connector - Attachments
It would be really helpful if we could pull the attachments from a row on Smartsheet into a JIRA ticket. We use Smartsheet as a frontend for our support requests and users often upload screenshots to allow us to assist with their request. We pull these issues into JIRA using the connector, but there is currently no way to…
-
Merged: Add New Comment as a Workflow Action
This discussion has been merged.
-
Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
-
Is there a Limit to the Number of email addresses you can add to a workflow?
I created a workflow that if something is added to a field in the worksheet a workflow will trigger and send an e-mail to muptiple people that have been added to the workflow. I am trying to find out if there is a LIMIT to how many e-mail addresses you can have, I currently have over 40 and some people are getting this but…
-
Merged: Archiving- Quick Way to Turn off all Automation Workflows
This discussion has been merged.
-
Bridge Workflows - Not able to add elements or states to workflow after adding Conditional Junction
Hi Community, I am building a workflow to automatically add 6 child rows to a parent row (which is entered by the user via forms). I am adding a conditional junction to check if the row is added by the bridge workflow or not. However, when I add that condition I am not able to add elements to the success state or fail…
-
Merger and Acquisition Templates
I would like to see templates related to Mergers and/or Acquisitions. This is part of my companies daily business and we have built all of our templates and flows from scratch. Having templates would give us ideas to improve upon and save other organizations the time of creating them from scratch.