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Workflow Approval Question
Hi everyone.. i have a pretty complex smartsheet and I'm using workflow approvals.. I have about 50 different columns, but there is conditional logic on the form - so when someone fills out the form.. sometimes they could only see lets say 5 columns (or field elements). The current automation I have is when the submitter…
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Multiple pre-built Approval Columns not available for selection in an approval workflow
I am building a process that will have up to 6 different people approving an action. I'm building separate workflows to control the trigger as some are dependent on others: 3rd, 4th, 5th will all trigger simultaneously with a field condition and a 2nd approval value of 'Approved". I keep trying to build the separate…
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Reporting on Workflow Automation
Hello, I have several sheets that have quite extension workflows set up on them. Is there any way to produce a report or print the sheet which details each of these workflows? Is this what the Workflow ID can be used for? At the moment you can sort the workflows and then go into each workflow individually to see the…
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Log the date and time a cell changes to a specific value
Hello. I've got a sheet I've developed to track approval of purchase agreements. After an agreement makes its way through the approval process, I have the cell "Final Approval" display the words Agreement Final Approval, and the cell is conditionally formatted to red. The main users would like me to log the time and date…
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Approval Workflow Emails
Hi, I have an approval workflow set up in a form I've created. The email "from name" that is sent to the approver is the name of the person who created the form though. Is there any way to update this? Thanks!
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Approval Workflow
Dear Sir/Madam, Kindly note that email is not capturing while Approver forwarded to another user in absence of Approver. If Mr. Sam is approver for request # 123, Mr. Sam is in leave till end of month so he has forwarded approval request to his Personal Secretary Ms. Tina as a delegates approval. Tina approved the request…
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Using Workflows to Populate Cell Values
Hi, I'm trying to use workflows to auto-populate a Date Column. Example: When "Work Order State" changes to "Scheduled" populate a system time-stamp in "Scheduled Date". Is this possible? Thanks, Quinn
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Outlook custom emails
Hi, Is there a way for Smartsheet to capture Requests For Information from contractors and suppliers if they have a dedicated email address for a sheet? I'm new to SS so not sure what is out there. I know there is an outlook plug-in to push content to a Sheet but what if a team member just emailed 'abcdefg@smartsheet',…
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Automation Workflow - Exclude Hidden Fields
I have a SmartSheet that has several hidden columns that drive other visible column values, conditional formatting, etc. I set up an Automation Workflow to send an update via email when rows are added or changed. The email that is sent from the workflow includes ALL the hidden columns, whether those values changed or not.…
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Automation: If new line wasn't submitted for the last business day, then notify
I have a smartsheet that is populated by data it pulls from a form that's submitted daily. One of the columns is a date column, another is a location. I'd like to set up an automation that emails me when a form hasn't been submitted for the previous day. Logic: If yesterday was a business day and there's no new line with…
