Workflows in Smartsheet
Discussion List
- I have a worksheet with rows and a status field. the status field options are New, Planned, Committed, Cancelled. I also have another field called "Notify" which is a checkbox. We run reports based on…
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- I have a form that the team uses to request work. Once the form is submitted, a vlookup assigns the task based on criteria entered in the form, and that team-member is notified of the work request. Wo…
- Hello, I have created a few Automations to be sent out to Contacts in my Smartsheet and I am testing it to a few people first, and therefore set in a condition to only use that person's e-mail. Howeve…
- Guys, as you all know we are using Smartsheet to protect our facility from individuals coming in to the plant. I have downloaded the COVID-19 form from Smartsheet. However, I created my own, and I am …
- Hello: I have a trigger set up that when the status in a column is changed to "In Review", it automatically sends a request for approval to Person A (the first contact in that row). They click Approve…
- Hi Community, I have trying to work out a logic for my alert to send an alert to a contact in a cell when data entry has not been completed set by a date. Here is my example – I trying to get an alert…
- Hello Experts I have a requirement where I need to create new row in child sheet if new rows are added in the master sheet. I also have the requirement that if any of the fields gets changed in the ma…
- I have an automated workflow that runs on an action item log daily. There are multiple owners across tasks, do we have an option of sending it out as one? That way the owners won't have to go into ind…
- I thought based on my personal settings I can get an email notification from workflows but I do not receive one. It only comes through Smartsheet at the top right where the bell is listed. How can I g…
