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Develop formula to break up project ranking figures into 4 quadrants
Hello! I have developed a format for my team to utilize a ranking process for incoming continuous improvement ideas. The methodology is called RICE Ranking which you may or may not have heard of. Within the ranking, we want the info to automatically designate which quadrant the idea falls into based on it's rank which…
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Approval Requests overwriting Formulas and Column Formulas
Previously, a formula typed into an approval column would be overwritten when the approval workflow was run. However, the admin would have to manually add the formula back to the top or bottom row to be carried into the next entry, if additional row entries hadn't copied it into new rows. With the new column formulas,…
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How do I to create a non-linear routing system?
I am working on an approval routing system that is sequential, but is unique depending on who is filling out our form. I need a workflow that will rout based on the conditions below: Supervisor only Supervisor & Department Director Supervisor, Program Director, & Department Director In the workflow currently created, I…
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Alert Someone Workflow
Does anyone have any idea as to why when a workflow is running for the 1st time on a row it's send the attachment out as it should but then if there's a change to the row and the workflow is triggered for a 2nd time it then does not include the attachment?
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Auto delete data from a cell once triggered?
Hi does anyone know if there is a way to delete data in a cell once that cell is triggered using a Zap? I was directed to Zapier, but man...I'm a newbie there. Has anyone done something similar? Basically -- am using a ranking system to prioritize projects. Once projects are prioritized, I would like to pull them out of…
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Workflow not Triggering
I have a move workflow that should trigger when a checkbox is checked. The checkbox (picture below) has the column formula: =IF([Row#]@row > 50000, IF(IFERROR(MATCH([Row#]@row, {QC_Results_DB Row#}, 0), 0) > 0, 1, 0)) This formula triggers correctly, and checks the box when it should. The issue is that the workflow isn't…
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How to use Decline in an Approval Workflow to change other cell values
I am quite frustrated trying to figure out how to use the Approval Workflow. I am working on a team task template which as an "assigned to" field and a "approval by" field. There is also a dropdown column for Status, with options "Not Started, In Progress, or Submitted". A separate column is used for Approval Status…
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Approval Sequence Workflow
Hello, I have setup an approval sequence workflow automation. The trigger is "when added or changed". However, I have had complaints from individuals they are receiving multiple notifications and if any of the rows are moved between sheets or cells are changed the approval sequence starts all over again. I need to stop two…
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Create automated workflow to email out an excel export of Smartsheet
I would like to create an automated workflow to email out an excel extract on a daily basis. I am able to set up the cadence, however, it seems that we are limited to what an automated workflow can do. Am I missing something or is there another way to accomplish this?
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Manually run a workflow trigger
If I decide to create a workflow trigger (move rows to an archived inventory sheet), can I manually run the trigger? Will the workflow only work when new info is input and not capture the data previously entered before a workflow trigger was created? Seems to me that workflow triggers to work manually if needed since…
