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Third option for Approval Workflows
I was wondering if there was any progress made toward enabling more than just two approval options? I would also like to include "Approve, Reject, Modify". And while the update requests work, I feel like these workarounds are unnecessary and tedious. If we could at least require certain fields be required to be answered in…
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How do I set up a workflow to notify someone if a predecessor task has been completed?
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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.
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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…
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APPROVAL SETTING VIA "ADVANCED OPTIONS" - APPROVAL WORKFLOW
Hi All, Need you support for the the issue. I was in the process of making an approval workflow for petty cash request, the problem was when i want to combine 2 different confirmation workflow by Requester to be appear in same column (Confirm), but mention notification like in the screenshot attached. The workflow consist…
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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…
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Workflow - SAME SHEET copy a cell to another column
A workflow enhancement that is similar to the Change Cell Value. However, instead of changing a cell, copy it to another cell. Use case: I have a formula that calculates a date. However, I want to keep the initial value of the date and therefore, don't want to reference the date formula because it will change. A workflow…
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Issues with Attachments
Ok, I'm not new to Smartsheet but recently this simple automation has had me stumped. Pictured below is a simple automation we use to verify that an attachment has been added to each row in our system. IF attachment added or changed, THEN Change Cell Value. These worked beautifully all over our system until about a month…
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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…
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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…