We have a use case where an assignee is variable based on an ID 'number.' The ID Number starts with a letter code, and the assignee is IF ID starts with A-M THEN AssigngedTo = User1@domain.com ELSE AssigngedTo = User2@domain.com Clarification: A-M is A through M
I am running into trouble with staff who are saying they never received an update request or something along those lines; however, I have an automation that says it sent. Is there a way for the recipient to acknowledge they have been given a task?
Hi, Is there a way to change an email, entered into a cell, to the name of the person? I figured that I could created an address sheet and use a cross-sheet, matching/index, formula. However I am hoping that there is a more simple and less time-consuming way. Any information would be helpful, thank you!
I created a copy of a Smartsheet that already had Workflows set up. My auto-emails are not sending from this new copy as they were from the original. The settings are the same and each automation is enabled. I even tried deleting and re-adding the recipients but it's still not working. Why could this be happening and how…
Hello community, I have a big table file which stores information about projects coming from various teams and systems.Could anyone tell me what can I use to automatically import an XLS or CSV from a OneDrive folder (once or twice a day) and over-write certain cells in the table? From what I've seen the Automated Workflows…
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
I am attempted to update my workflow automation "Run workflow" from "When triggered" to "Hourly", but I am getting the pop-up window below when Saving. Anyone familiar with it? Any workarounds? Thank you!
I have a Smartsheet designed to track the status of work in a business process. At the last step, I want to generate a workflow that will send a survey created in a second smartsheet to each participate. Is there are guide or information on how to set this up?
On this smartsheet sheet I know I have a Workflow that sends notification whenever a Row Changes. Now I want to delete it however I can't find the Workflow itself. If I select Automation --> Manage Workflows... --> I can't find that specific workflow. Anyone can help? Below screenshots