Workflow automated reminders
I have a workflow reminder configured that sends out daily update requests. Is there anyway to set it up so it does not send out update requests over the weekend?
Dynamically Scheduling Another Workflow
This is my first time trying to have one workflow dynamically schedule another and I must be doing something wrong. What I want to happen: On our main customer workflow, it is triggered by the specialist changing the Stage status. When they change to a specific stage, an email is triggered to the customer via our SendGrid…
Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Logic in Dynamic Views should work as it does in Forms - changes / info entered while filling out the form results in changes to the form based on established logic. Instead, DV Logic is applied only when a request is loaded or saved. This is a follow-up to an old discussion on Dynamic View logic behavior (here) PAIN…
Is there a way to timestamp using a formula?
Apologies if this has been asked previously, I am wondering if there is a formula (or any other method) that can be used that can add a timestamp into a cell for when the workflow was triggered. For example, I have a workflow that sends an email to person 1 and i would like the date and time in a cell that this was sent to…
Can you automate 2 requests for update in same row?
I am trying a workaround to ensure stakeholders are completing all the fields in a request for update automation. We have two party's that need to fill out the same row. I created a form with required fields for the first party. Then I created a workflow so that when a trigger is met from the form, a request for update is…
Forms that trigger updates - workaround for making those fields required
1) We use a form to collect required data. From there, one question triggers an update request to a third party from the email that we collected in the form. We want these fields to be required. As a workaround, I tried using the same workflow to set a condition that if any are left blank, then to request a secondary…
Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
Hello, I am trying to create a workflow where specific people at a given project are notified when a request is fulfilled. I have set it up as it appears in the included picture but I am only receiving alerts when the first project is selected. Do I have to create a separate workflow for each of the projects or is there a…
How to delete rows automatically
Community; I manage a process that injects a fairly high volume of rows into a sheet at least weekly. These rows are meant to be viewed by a sales team, annotated, acted on, and then archived. After about a month they lose all value (key data points are moved into our ERP or POS backend, depending on outcomes). But the…
Rejection Reason in Workflow
Hello, I have set up a workflow that will send an approval email to person 1. Is there anyway if Person 1 declines/rejects the approval that i can prompt for more information on why they declined/rejected that can be displayed in a cell back in smartsheets? Thank you in advance!😊