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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…
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Workflow Permission
Hi Dear Community ; i would like to learn about permission types of automatic workflow .As in the below picture , when i select Limited permission , when the person who will get the notification is same account with me ( i mean we are in same company) , could get otifications according to setted alerts from my automatic…
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Automatic Workflow
Hİ there , I would like to ask that ; My license type is Business Plan on smartsheet , imagine that i created a sheet , and on this sheet i created some automatic workflows , and i shared that sheet with a third party vendor which one is not in my company account , if that third party vendor has an business plan too , can…
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Workflow to send daily report
I would like to email a daily report showing all rows that are assigned to a specific person. I tried creating a Workflow for this, but the workflows only allow me to trigger when a specific item is Added/Changed or when a date is reached. How can I automatically send an email with all the rows assigned to a person, even…
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Forms - Search, Sort, Filter, Workflow to "Master Form List"
Hello, We use several hundred forms within the company. Many of which need to be deleted\modified\verified when we re-route the network design. Is there a way to search or sort within the manage forms section? Right now, it appears to be sorted only by oldest to newest. Is there a way to create a workflow that would move…
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Workflow Automation - Copy Select Cells when Using Copy Row
Does anyone know a method to selectively copy cells to a different sheet using the built-in workflows? Copy/Move row almost does the trick, except there are columns on the source sheet that I specifically want to exclude from the destination sheet. I'd rather not rely on hiding the unused columns on the destination sheet…
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Automation
I am maintaining a tracker with training for the whole year for our team. I was planning on using the workflow to notify employees of an upcoming course. I have the email address in a column but I am unable to select email notification. Can someone please let me know how do I fix this? Thanks in advance.
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Approval Email Accidently Deleted
If an approver accidently deletes an a email with the link to approve something, is there another way they can get to the approval screen and approve the task? Thanks!!
