-
Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, I…
-
Workflow automation alerts that are supposed to include comments are not as of today.
After receiving over a dozen notifications that people are requesting access to a sheet after receiving notifications about a rejection I did a little digging. Comments are used to give the rejection reason so users can correct and re-submit. As of today, the comments are not being included in the notification. It is not…
-
Bridge and ServiceNow for new row
I am clearly missing something… Overall simple workflow New row in Smartsheet is added —> create a record in ServiceNow. I can get it all to work just as I want it if I define the row. However, I don't know how to define a row that doesn't exist, yet. Any help with this would be greatly appreciated.
-
Merged: Automation of Copying Rows
This discussion has been merged.
-
複数人の承認フローについて
経費申請用のシートを作成予定ですが、1度の申請で4人の承認が必要です。 A、B、C、Dの承認者がいるとして、A~Dまでの順番で承認フローを作成したいです。 https://app.smartsheet.com/b/publish?EQBCT=df838bde129547df9cc07ebbd6207cc9 具体的には、「承認申請」をオンにすると、「上司の承認」列が「送信済み」となり、Aが承認すると「承認済み(1段階)」としたいです。 その後、「承認済み(1段階)」となると続いてBに承認リクエストが飛び、「承認済み(2段階)」の順番で、最終的にDまで承認を回したいです。…
-
Merged: Add Save and Resume Later Option for Forms
This discussion has been merged.
-
Merged: Tabs
This discussion has been merged.
-
"Don't ask me again" option for duplicate file names
Hello, I use SS in my daily work flow and upload hundreds to thousands photos a day. It would be amazing to have a feature that say "don't ask me again" so I won't have to click "continue" every time.
-
Looking for a way to solve an issue of automations turning off because it triggered itself?
I have an automation that sends out a approval request to a user and if that user says no to it, it moves on to a 2nd priority user that also gets a option to approve or deny a request. I have been running into a issue where the automation stops itself because "the workflow triggered itself directly or through anther…
-
Automation Question: Can they be this specific?
Ideally, we'd like to alert our vendors if the the Faxed date is greater than 5 days of the Eval Date. Kinda prompting them to take a look as we'd like these cases seen WITHIN 5 days. Is this possible with smartsheet automations? I thought it was but the more Im digging into it, the more Im realizing its not going to work…