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Showing only those selected fields with a value in the Approval automated workflow?
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…
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Contact us integration ?
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?
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Automated Workflows - Person who email comes "From"
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…
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Is there a formula for referencing a different cell daily?
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.
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Sending a form for authorization/signature
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…
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Is it possible to to be notifed after an automated email is sent?
I've set up daily emails for our employee schedules but I'd like to receive notification after the automated emails are sent.
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How to change the owner information in the workflows notifications?
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
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Workflow Following
Hi there ; İs there any log area that i can follow automatic workflows which one triggered? Thanks
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Any ideas on how to make update requests look better??
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…
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Combine Proofing and Approval Automation?
I am working on a new sheet for performing legal proofs on artwork. The hope is that I can find a way to combine automation with the benefits of proofing. The artwork being proofed each time would require sign off from the same set of people and once approved by those 4 people would require sign off from the team lead. I…
