Workflows in Smartsheet
Discussion List
- Hi everyone, I am attempting to set up a specific automated workflow to perform archiving. Normally this wouldn't be an issue however I'm using this function to try and have a chart on the dashboard t…
- Our automated workflow Alert is not including the attachment or the comments in the emails. However those fields are included in the Smartsheet Notification (bell on top right hand side). Please note-…
- Hello! I have developed a format for my team to utilize a ranking process for incoming continuous improvement ideas. The methodology is called RICE Ranking which you may or may not have heard of. With…
- Previously, a formula typed into an approval column would be overwritten when the approval workflow was run. However, the admin would have to manually add the formula back to the top or bottom row to …
- I am working on an approval routing system that is sequential, but is unique depending on who is filling out our form. I need a workflow that will rout based on the conditions below: Supervisor only S…
- Does anyone have any idea as to why when a workflow is running for the 1st time on a row it's send the attachment out as it should but then if there's a change to the row and the workflow is triggered…
- Hi does anyone know if there is a way to delete data in a cell once that cell is triggered using a Zap? I was directed to Zapier, but man...I'm a newbie there. Has anyone done something similar? Basic…
- I have a move workflow that should trigger when a checkbox is checked. The checkbox (picture below) has the column formula: =IF([Row#]@row > 50000, IF(IFERROR(MATCH([Row#]@row, {QC_Results_DB Row#}, 0…
- I am quite frustrated trying to figure out how to use the Approval Workflow. I am working on a team task template which as an "assigned to" field and a "approval by" field. There is also a dropdown co…
- Hello, I have setup an approval sequence workflow automation. The trigger is "when added or changed". However, I have had complaints from individuals they are receiving multiple notifications and if a…