-
Limit the number of workflows run concurrently - configurable?
Hi everyone I am getting and error "This workflow was triggered by at least 5 other workflows" and consequent disabling of workflows which is causing us a real issue - the fact that the same workflow is run multiple times (>5 times) is a normal state not an error and so we need to enable this to run normally. Is there a…
-
Record a Date not working
I'm using a smartsheet to record requests that need approval. I want the "Requested On" date to be automatically populated when someone adds a new request to the sheet (i.e. fills in a new row with info such as Order Number). I set up a workflow (see below) but when I go to my sheet and add information into the Order…
-
Why am I unable to run a particular workflow on a weekly basis?
Is it because it's referring to a date field? There are sometimes as many as 20 changes in a day as renewals occur in batches so I'm trying to avoid getting an email for each row where the renewal date changes. Thanks!
-
Copied Sheet with workflow is copying data to old sheet instead of new.
Hello! I'm creating a series of sheets in a folder to be used as templates for new projects, this includes a FORM, and a sheet containing a WORKFLOW. So the point of this folder is that every time there's a new project the user only needs to "Save as New" and everything is done and only needs to be populated with the new…
-
Changing the "Contact" function (Global Variable Please?)
Salutations, Presently, I am attempting to generate a productivity report regarding employee projects and workflows. I have utilized the Contact feature, as I'm only tracking/assigning tasks for Management level. No other users will use this or see it. However, we are unable to presently store sheet-specific data, as…
-
Evaluation of date-related formulas used in workflow conditions
Hello, We have to implement a date/time triggered workflow that will run every day. In it, there is a condition which uses a value of the checkbox-type cell with the formula that turns the checkbox ON, when a certain number of days have passed (since some event). The question is - will that formula be evaluated and so be…
-
Update Requests via Dynamic View
I think I know the answer, but am I able to set up an Update Request workflow automation that comes from Dynamic View? I need some individuals to be able to update certain fields, but we do not want to give them editor access to the main Smartsheet. So we created a Dynamic view for them to make updates, but I need to…
-
Workflow in Parallel not sequence
To limit the amount of workflows, I was hoping to create a workflow that has 1 trigger but many actions that happen at the same time. Rather than waiting for the pervious one to happen. Currently my workflow looks like the brown example, and only sends the first request all the way at the left.
-
Approval Flow Log
Is there anyway I can get an approval record for my approval flow? I have an approval flow with 5 steps, each triggered to start after the previous one changes from "submitted" to "approved", each time a time is recorded. At the end I would like to have something like the DocuSign summary, or Certificate of Completion... a…
-
2 Workflows Being Triggered When Only 1 Should Be
Good afternoon! I have a use case where when a new record is created and the "team leader" field changes from blank to populated, I want to send an alert to someone. I want to send a separate alert when the "team leader" field value changes. On first glance, I thought I would easily set two separate workflows up, one with…