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Workflow Based on Previous Values
I have a worksheet with rows and a status field. the status field options are New, Planned, Committed, Cancelled. I also have another field called "Notify" which is a checkbox. We run reports based on items being checked. My question: When someone changes the Status field from Committed to Cancelled, i want to check the…
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Merged: Workflow Notification emails coming from my name
This discussion has been merged.
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Task auto-assignment breaking when projects are manually reassigned
I have a form that the team uses to request work. Once the form is submitted, a vlookup assigns the task based on criteria entered in the form, and that team-member is notified of the work request. Works great. However, the manager of the team sometimes has to manually re-assign work due to work-load issues, etc. When she…
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Automation are not being sent out
Hello, I have created a few Automations to be sent out to Contacts in my Smartsheet and I am testing it to a few people first, and therefore set in a condition to only use that person's e-mail. However the automations are not being sent out now; had them set to send at 06:00, 07:00 & 08:00 which haven't gone, though they…
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Multiple Questions approval process.
Guys, as you all know we are using Smartsheet to protect our facility from individuals coming in to the plant. I have downloaded the COVID-19 form from Smartsheet. However, I created my own, and I am having a hard time figuring this out. If visitor answer "Yes" to any of the questions, then, access is automatically Denied.…
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Request for Approval Emails (Not Working)
Hello: I have a trigger set up that when the status in a column is changed to "In Review", it automatically sends a request for approval to Person A (the first contact in that row). They click Approved or Not Approved, and this is put into the Person A column. When Person A column says "Approved", it triggers a second…
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Workflow Alert and Reminders - alert for when data is not found
Hi Community, I have trying to work out a logic for my alert to send an alert to a contact in a cell when data entry has not been completed set by a date. Here is my example – I trying to get an alert to team Apples team captain that they haven’t entered in data for the 10/02/2020. Is this possible, can someone please show…
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Workflow question
Hello Experts I have a requirement where I need to create new row in child sheet if new rows are added in the master sheet. I also have the requirement that if any of the fields gets changed in the master sheet that should be reflected in child sheet. Is it achievable using workflow? Thanks for your help.
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Group update request by recipient (even if there are multiple owners)
I have an automated workflow that runs on an action item log daily. There are multiple owners across tasks, do we have an option of sending it out as one? That way the owners won't have to go into individual forms?
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Workflow sending notification through Smartsheet but not email.
I thought based on my personal settings I can get an email notification from workflows but I do not receive one. It only comes through Smartsheet at the top right where the bell is listed. How can I get this through email?
