Workflows in Smartsheet
Discussion List
- I created two workflows: Alert Someone 4x a month to send an email to specific people as a reminder to fill out a form AND an Alert Someone 4x a month to send notifications on an MS Teams channel. In …
- Good morning SmartSheet Community! We currently have a form for employees to submit Internal Sales Order, in which they must add their functional approver (usually their manager). This request is then…
- scope: I have several states working and adding every day into smartsheet sheets, those sheets are required to be seen / reviewed by the state managers, out of this information I want to create a dail…
- Hello, I am creating an Approval Workflow with "Unrestricted" Automation Permissions so that the approval request can be sent to any email. The Requestor is prompted to enter the "Approver Email" with…
- I want to use differnt forms to request task updates, depending on my defined user group. E.g. an external user shall only see basic infomation and update a few fields, internal user shall see all inf…
- Hello, I understand smartsheet cannot accomodate date and time in the same column. Is there a way to create alerts and workflow off of tasks with date and time in 2 different columns?
- Hi Everyone, I am trying to create a copy workflow where the value of 1 cell in a particular row will let the system know how many copies I need in my new sheet. For example, My master sheet will have…
- I have 2 to-do lists with teams that I work with and I am trying to to simplify adding and updating my tasks to just one list. I've created a workflow to copy rows from one sheet to another but instea…
- I have a workflow that, when triggered, goes to a recipient not shared to the underlying sheet. Is there a way for that person to be able to see the comments and/or attachments via the email notice wi…
- Hello! I'm trying to send an update request to be alerted during the following time periods: 30 days after the initial row was added 60 days after the initial row was added 90 days after the initial r…
