Hi all, I am trying to set up a workflow in a very basic way in a Smartsheet. Basically that would be: When the tickbox is cheched in a field called "done", then change status to "closed. Despite all my efforts the status field remains the same. I am attaching a workflow configuration screenshot: Thanks for your help !
When someone puts in a request, I am sending an approval to one manager or the other based on a field input by the person creating the request. Ideally, I'd like the approve/decline response to be in the same column, not have to have two separate columns, because the responses are all going to one source after the…
I've set daily notifications for automated workflows. What time do those daily notifications send? We have users in U.S. and Asia, so I would imagine they would receive daily notifications at different times based on their Time Zone settings?
Hi there, I got a message from Workflow design workspace stating: "Too many actions" Would you know exactly what limit I've reached that triggered this message ? I can count 34 conditions - is this a limit ? I believe there are 75 actions - counting an email notification to 5 users as 5 actions : is this a limit ? Thanks…
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
It is possible to redirect the approval if the approver was on leave/holiday? And is there a way as well once the request was submitted to the approver he/she can choose the next approver?
I am trying to add a "data validation" to check that a serial # entered has exactly 10 characters (letters or numbers). I saw someone reference using a LEN count, but I do not see a way to use this function in a workflow. Is this possible?
I am tyring to make an ERP system. I created workflow to approved from the purchasing department and its department's manager with email. However, i can add multiple items in one time to approved(in item code column). How can it possible ? I tried multi select dropdown but workflow does not work. Thanks.
My workflow is not working even when all the conditions are met. Any advise on what I'm doing wrong here?
I've sent emails to collaborators informing them of their access as well as sent the collaborators requests for approval via workflow. Not all of the collaborators have received emails from Smartsheet. All the collaborators have been set up in my contacts. Is there an additional feature I need to activate for all the…
