Workflows in Smartsheet
Discussion List
- I have set up a few workflows that copy rows from an interim calculation sheet into a destination sheet for history/time series purposes. Whenever I set this up, I run a few test cases to make sure it…
- Hi, I have a form where the user can select between a few people as the person they who is in charge of their project. I then made a workflow that says Trigger: When rows are added or changed When: "t…
- Hi there, We are using the alert workflow for our invoicing process. In our process, we don't have any one who has to actively approve anything, so that's why we don't use the approval workflow. Howev…
- I have 3 sheets that are being used in tandem: Sheet 1 Registration Data Sheet 2 Travel Requests Sheet 3 Cancelled Registrations Sheet #1 has a "registration status" field (dropdown). This field is be…
- Does the workflow trigger activate when the sheet is saved (manual or auto) or is it when the actual change to the trigger field occurs? I am presuming the sheet has to actually be saved for the trigg…
- Hello. I have an approval sheet with 11 categories. Each category contains automation workflows with between 5-7 steps each. My workflow window is very messy and complex. Is there a way to group each …
- I am trying to create a workflow with 3 conditions, each having a different action. Is this possible? In my first attempt I set them up just one after another but only the first condition/action combo…
- From what I can make out, I can only have a 1:1 for work-flows and sheets, and not a master work-flow which can be repeatedly used across all new sheets created. Is a master work-flow possible?
- 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 shee…
- 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?
