-
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…
-
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…
-
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.
-
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?
-
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?
-
Best Workflow for tracking tasks and reporting
I am using Smartsheet to accept requests (using a Form) to upload a video and get captions generated then share the links and other details with the requestor once the tasks are completed. This process involves several steps over a period of time (and a few different people). I have an input form that populates a sheet…
-
Auto-Delete rows X number of days after these rows have been added on Smartsheet
Hello, I would like to create a workflow for automatically deleting rows X number of days after these rows have been added on Smartsheet. For e.g. I would like to delete any row that has been on the Smartsheet for 15 days. Also in general, does Smartsheet allow for conditionally deleting rows? Any ideas on how I could do…
-
Automation Flow : "when a date is reached" -> not working!
I have tried to modify this automation flow numerous time. The goal is to send every week (ideally; Friday, in the morning) a message to all shared users on a sheet to enter the # of hours spent on a specific topic. I have tried to adjust this workflow multiple times; each time that I wasnt getting notified by email (nb. I…
-
Can a workflow be designed to reference a data field in another sheet?
I am playing with the idea of creating a master reference sheet and using that as a cross reference for another. For example, I would have a master list of all leaders by geography. I am curious if I can devise a workflow based on selection of a geography (ie: USA) in another sheet, to send a message to the corresponding…
-
How can I get a list of collaborators with editor access?
Hello, I want to send an update reminder to people who have access to a sheet but only to those with editor access. There is a workflow to send reminders to "everyone shared to this sheet" but I only want to send it to those that will be able to edit (exclude viewers). Is there a way to get the list of editors shared to…
