Workflows in Smartsheet
Discussion List
- So, if you automate emails (workflows) and forgo customizing the message, the email title is autogenerated as follows-- For Alert Someone: Changes to [title of sheet]:[primary column text] For Update …
- Hi, I created a sheet which will receive various incoming rows from other sheets. And on this sheet I have a Column "Max" with a MIN formula which turns to "Yes" for the Oldest row. And I have created…
- I managed to create a workflow in a report but I am now unable to get to the existing one to edit it OR create a new one. There was a pop up that got me to the automation workflow page to create the f…
- Hello, we're trying to automate the approvals process for one of our forms that's currently in word document form. Essentially the form would be signed by different supervisors, deans, and VPs. We are…
- Hi All - I'm pretty well versed in SmartSeehts, but trying to help my company implement a Salesforce-like SmartSheets approach - to save cost. To be clear, I know there is a integration available with…
- Hi. I'm sending a link to my report in an automated workflow as an "Alert Someone". The recipient email contains a link to the report and a snapshot of the report, but it is limited to 100 rows. A mes…
- Is there an easy way to validate that a request for approval submitted via a form is not approved by the person who created the request? My sheet contains a Contact List column from which approvers ar…
- If I am setting up a Workflow that depends on a specific action, date, time, etc., and I want to see the results now to correct any missteps, is there a "run now" option that will initiate the workflo…
- I am trying to create an application in which users make a request of their supervisor and the supervisor approves or denies the request. I created a sheet with "employee name" as a contact list and "…
- I have several vendors working on the same project. Each has a set of required deliverables that have to be submitted at regular intervals (weekly, twice monthly, monthly) during different project pha…
