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Automated email subject line text
So, if you automate emails (workflows) and forgo customizing the message, the email title is autogenerated as follows-- For Alert Someone: Changes to [title of sheet]:[primary column text] For Update Request: Update request for [title of sheet]:[primary column text] However, when you customize the message, you can assign…
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Workflow prevented from Running
Hi, I created a sheet which will receive various incoming rows from other sheets. And on this sheet I have a Column "Max" with a MIN formula which turns to "Yes" for the Oldest row. And I have created a workflow that moves the row to a different sheet for the row that has "Yes". Once moved the next row will turn to "Yes"…
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How do I create a automation workflow in a report?
I managed to create a workflow in a report but I am now unable to get to the existing one to edit it OR create a new one. There was a pop up that got me to the automation workflow page to create the first one but I can't get the pop up to come back or to get into an edit view. I confirmed in the activity log of the report…
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Multiple/Varying approvers for form
Hello, we're trying to automate the approvals process for one of our forms that's currently in word document form. Essentially the form would be signed by different supervisors, deans, and VPs. We are looking to get the form to smartsheets, have the form be able to determine which supervisor, dean, vp it would go to, and…
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Salesforce-like Workflow/Templates
Hi All - I'm pretty well versed in SmartSeehts, but trying to help my company implement a Salesforce-like SmartSheets approach - to save cost. To be clear, I know there is a integration available with Salesforce, but we do not work with them as partner. I'm simply interested in creating a very scaled back, yet similar…
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Sending report link as automated alert
Hi. I'm sending a link to my report in an automated workflow as an "Alert Someone". The recipient email contains a link to the report and a snapshot of the report, but it is limited to 100 rows. A message appears at the bottom that says 18 more rows not shown. Is there anyway to include all rows in the report in the email,…
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Approval workflow validation
Is there an easy way to validate that a request for approval submitted via a form is not approved by the person who created the request? My sheet contains a Contact List column from which approvers are selected. I have tried to validate this entry against the 'Created By' column but this does not match as the contact list…
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Is there a "run now" option that will initiate a Workflow?
If I am setting up a Workflow that depends on a specific action, date, time, etc., and I want to see the results now to correct any missteps, is there a "run now" option that will initiate the workflow? I'm trying to avoid having to set the Workflow with a temprary trigger, watch the outcome, and if it works, go back and…
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Is there a way to send an alert based on a non-contact list field?
I am trying to create an application in which users make a request of their supervisor and the supervisor approves or denies the request. I created a sheet with "employee name" as a contact list and "supervisor name" as a contact list. When I fill out the form and enter names in those fields, SS doesn't pick up that they…
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Can you submit a document from a form and place the new row based on sheet heirarchy?
I have several vendors working on the same project. Each has a set of required deliverables that have to be submitted at regular intervals (weekly, twice monthly, monthly) during different project phases (concept, design, installation). I would like to use a sheet to track the submissions and create a form for them to use…
