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Determine follow-up date that will trigger Workflow
I want a date to populate a field that will trigger a follow-up workflow. My criteria is: If the certification Complete is GREEN, this date can remain blank, as no follow-up will be sent. If the certification Complete is YELLOW or RED, the Manager has either partially completed (yellow) or not completed at all (red). The…
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Approval Request - link expatriation
Hi, I'm in the process of setting up a system for gathering approvals and I'm curious to know if the approval link included in the automated email has a set expiration date or if approvers have the flexibility to access the link at any time to cast their vote.
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Multiple Automated Workflows Triggering for same item
Hi! I have helped design a Smartsheet that we are using to track requests. There are three scenarios that we need to capture, and each scenario has a slightly different workflow because certain approvals are or are not required along the way. I am running into an issue when the request is declined, all of my workflows are…
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Automation - While copying/Moving Source Sheet to Target Sheet, how to update columns in Target shee
I have following questions related to workflow automation Is it possible, based on certain conditions in Sheet-A copy Sheet-A to Sheet-B and manipulate another column in Sheet-B (This Column is not in Sheet-A) through a function? Based on certain conditions in Sheet-A, will it be possible to delete a row in Sheet-B?
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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
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Including Images in a Workflow Automation
Hello Everyone! I am creating an automation and am aware that an image cannot be included in the body of an automation email. However, I opted to have the image attached to the workflow email by including certain cells. The issue I'm running into is that when the image is attached to the email I am getting the following…
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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
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To be able to modify/update certain column setting using Approval Workflow
In the Approval Request workflow, we need to be able to modify some of the columns in the approval path instead of adding another action to follow. As our approver "approves" in the Approval workflow, our approver needs to add additional information in the column. If we use update request, this creates 2nd…
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Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
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How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")
