Hello knowledgeable ones, I have multiple workflows for approval/assigning within one sheet. In each of these workflows we want to send certain fields via the email. Do I need to select each of these fields for each (30!!) of the individual workflows? I cannot see how to copy and paste the relevant fields. I am assigning…
Hello. Another Automated workflow question. Is it possible, within the 'customised message' where we select 'Specific fields', that there is a setting that will only show those fields if they have a value? So, for example, someone completes a form, and certain sections may not be relevant, but the automation is set up as a…
I'm running a recruiting campaign and I need to log all of the leads that are going to come in from separate landing pages. Is it possible to have those contacts be uploaded to a spread sheet the moment a person submits an application?
Hi... is there a way to edit WHO the automated workflow email comes "from"? I know it defaults to whoever set it up. But if that person moves to a new role - etc - I'm assuming there has to be a way to edit that information? A workaround that I considered - but didn't test yet - was perhaps having the "new" person…
I've automated emails to send out schedules to our field employees but their sites can change daily and I was wondering if there's a way to reference a different cell everyday so I don't have to manually change the site cell in the automated workflow.
Hello, I am very new to Smartsheet so please bear with me. Every year we have a group of applications for a program. In the past they filled out a pdf form, but I'd like to start having them fill it out online. The problem is that while the applicant fills out the information and attaches supplemental files, a final step…
I've set up daily emails for our employee schedules but I'd like to receive notification after the automated emails are sent.
I create the sheets and workspaces for all the company and I want to change my name and my information when workflow communications run. I do not know if that possible, if not this is a very good improvement to the system. Be able to change that on workflow communications. Thanks
Hi there ; İs there any log area that i can follow automatic workflows which one triggered? Thanks
Community; Any ideas or insight into how to make an update request look better? We are trying to use them as part of an (HR) performance review workflow. So, a staff person fills in a form with their info, a manager is sent an update request ... but the look and feel is not very nice. Open to ideas ... on any step in the…
