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Can Workflow be shared with other users?
Hello I have some weekly reports shared with my team members. The reports have automated workflow (the primary function applied are move the rows, copy, alert..., etc.) I am wondering if the workflow can be created once and applied to the all the future reports? So I don't need to create the workflow every time. It'd…
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Creating a Workflow that Auto-populates a Form/Sheet
Hello, I was wondering if it is possible to create a workflow that once submitted and approved would auto-populate a Sheet or Form. Currently we use Support Central to capture associates Name and unique identifier. Once the workflow is approved the end user manually types in the requester's information from the workflow…
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Workflow OR conditions
Hello, I am creating a workflow for notification (send out alert to my email address) while I have some questions about setting up the condition. It's a sharing sheet that people need to get into and update some fields. I have Column: Type - indicates the employee is a new hire or being terminated. Column: Date (to be)…
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Retroactive Workflow Solution
Hi If I create a workflow to copy rows to a new grid, will it work retroactively if the criteria was met before the automation was created? For example if my "approved" column has an "If YES move to new sheet" workflow added tomorrow, would anything that has YES in that column from today also move to that grid? Thanks Dan
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Automation - Change Linked Sheet
Hi All Is it possible to change the linked sheet in the email that is received through the automation workflow? Here is my challenge // Automation - IF Status Change from GREEN to RED THEN notify individual and COPY ROW(s) to task sheet Notification Email - Hi [Name] the following items have changed status, please review…
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Automation - Sheet Update based on Criteria
Hello again Like a typical N00B I'm having wonderful ideas with almost no knowledge of the product (go easy, I'm just rolling into my 5th hour in 2 days of using it) I wanted to know if anyone has any experience or thoughts on how best to approach this scenario as I've found some challenges with my current workflow…
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Workflow - recognising email domain as part of "assigned to" column
Hi all, I have two columns: Assigned to - this is set as the "contact list" property and linked to the address book so you can put an email address e.g. "firtstname.lastname@smartsheets.com". However in the field it would show up as "firstname lastname" without the domain at the end Company - dropdown box with 2 company…
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Blank Automation Notifications
Hello, I have a number of automated workflows setup using Dynamic Cell Data in the subject lines and message bodies. This morning I was informed that some received message with blanks were the Dynamic Cell Data should have been. Has anyone experienced this issue before? No columns had been adjusted prior to cell changes.…
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Alert when Checkbox Column gets Unchecked
I have a formula column that gets checked or unchecked depending on some other things in the sheet. An alert goes out when this gets unchecked (and when rows get changed, not added) on an hourly basis. We recently got an alert saying that a row got unchecked but it makes no sense. I checked the cell history, and it was…
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Collecting Dates in a Reoccurring Approval
I have a sheet that needs to be reviewed and approved by multiple individuals on a regular reoccurring basis. I have already set up the workflow for this to happen but I will need to keep a list of the dates they were previously approved. Is there a way to use a formula like Join/Collect to do this? When I try it will just…
