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How do I prevent a reference to the tracker sheet on an Alert Someone workflow?
I created two workflows: Alert Someone 4x a month to send an email to specific people as a reminder to fill out a form AND an Alert Someone 4x a month to send notifications on an MS Teams channel. In both cases, it references the master tracker sheet. I only want my users to follow a link to a form I created for the…
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How to block a requestor from also approving his own request?
Good morning SmartSheet Community! We currently have a form for employees to submit Internal Sales Order, in which they must add their functional approver (usually their manager). This request is then sent for approval to 3-4 people/teams. We have an issue with one type of request where the requestor is adding himself as…
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Sheet Connection
scope: I have several states working and adding every day into smartsheet sheets, those sheets are required to be seen / reviewed by the state managers, out of this information I want to create a daily updated sheet from this on a master sheet for CEO level. Client requirement: to see an overall update daily with the new…
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Approval Workflow - Send to contacts in a cell
Hello, I am creating an Approval Workflow with "Unrestricted" Automation Permissions so that the approval request can be sent to any email. The Requestor is prompted to enter the "Approver Email" within the request form. When creating the workflow under "Request an approval" I have selected "Send to contacts in a cell" but…
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Selection of form in automated update request
I want to use differnt forms to request task updates, depending on my defined user group. E.g. an external user shall only see basic infomation and update a few fields, internal user shall see all information and update all fields. How can I restrict fields in a form, by user group? How can I select a specific form,…
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Create workflow off of date and time column?
Hello, I understand smartsheet cannot accomodate date and time in the same column. Is there a way to create alerts and workflow off of tasks with date and time in 2 different columns?
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Copying Multipe Rows to a New Sheet based on the Number entered into one cell from the master sheet
Hi Everyone, I am trying to create a copy workflow where the value of 1 cell in a particular row will let the system know how many copies I need in my new sheet. For example, My master sheet will have columns for company, department, location, etc. and another column which says "How many employees". If I enter in 5 into…
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Workflow to Sync Rows between sheets
I have 2 to-do lists with teams that I work with and I am trying to to simplify adding and updating my tasks to just one list. I've created a workflow to copy rows from one sheet to another but instead of creating a new row in the destination sheet as I update the information I would like for the row to be updated in the…
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Workflow Attachments to a Non-Shared Recipient
I have a workflow that, when triggered, goes to a recipient not shared to the underlying sheet. Is there a way for that person to be able to see the comments and/or attachments via the email notice without me sharing the sheet with them?
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Sending An Update Request after 30 Days
Hello! I'm trying to send an update request to be alerted during the following time periods: 30 days after the initial row was added 60 days after the initial row was added 90 days after the initial row was added I have an "entry date" field to build off of to serve as the date the row was added. Is there a way to do this…
