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How to automatically copy the approved documents into another grid or sheet?
Hi, I have a grid or sheet where the rows which document status is already "SPC-approved" need to copy or populate to another sheet called "Approved Docs". Is there a way where this Approved-Docs sheet can automatically copy or get those rows with "SPC-approved"? Please lead me to an idea like formulas, automation…
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How can I compare two date columns in an automated workflow?
Hi! I want to create an automated workflow which copies rows where two date columns are not equal to another sheet, how can I do this?
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How can I set my approval workflow to sent a copy of approval request email to me as administrator?
Hi, I have a approval workflow who sends approval request to the managers. But our corporate email sometimes treating it as clutter email and the manager is having difficulty to find the emails from automation@smartsheet.com. And to fix that, I want to have a copy of the approval request email so that If they lost the…
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Workflows in a TEMPLATE folder
Hi, I have workflows setup on a sheet in a folder where rows are getting copied over to another sheet in the same folder. If i make a new COPY of this folder, the workflows in the new COPY still point to the old folder sheets. Is there a way where a COPY OF FOLDER retains the workflows but point it to the newly created…
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Parent row workflow issue?
I have a workflow that automatically sends approval requests when I change the status of a row. I've just created a couple parent rows, but the the workflow is not applying to them when I change their status. Any idea why this might be?
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Due to recent updates Smartsheet emails go to the Spam folder. How to avoid this?
Due to a recent change where emails seem to come from a user like "My Name via Smartsheet" those emails are sent to the spam folder because "this email appears to come from someone you know but there's a different email address". You are going to want to say "let users check their Spam folder" but my workflow emails are…
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Alert someone Workflow - Company Group Email Address
Through our company Outlook, we have a few group email addresses. When an email is sent one of these email addresses it distributes the email to the people who are set up in the distribution list within Outlook. Since you cannot alert a Smartsheet group within a workflow (I've submitted an enhancement request already!) we…
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Workflow to move rows with cross sheet references
I understand that if I create a workflow to move rows with cross sheet references into a new sheet, that the cells with my formulas will not maintain the reference. Is there a way to move those rows and have them retain the values only from that initial reference?
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Copy Rows Workflow
Hi, I want a sheet to copy all new rows from one sheet to another master sheet but my original sheet has an Auto-Number/System column in to give every row a reference number, when the workflow runs it creates a whole new column at the end of the data because it won't allow me to have the column it should go to in the…
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Workflow - Move Row
Greetings, I've designed a workflow to move "Epics" to a different sheet when they are marked done. What I've found however, is that when this workflow is trigger, it seems to copy the row to the other sheet instead of move it (even though move has been chosen as the function. One thing to mention is that my sheet is…
