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Use IF Statement with Contact field
I have a workflow being sent to a user. Now this user may decide to delegate the task to someone else (by forwarding the workflow). Can I add an If statement to my workflow to see if the name in the Certified By is the same name as the TDL Project Manager? If they are the same, I want the workflow to be sent to ONLY the…
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Canada in Form Phone Validation
Greetings, Field Settings - Validation - Phone. If you select Canada and save it. The form will display the United States. I went back into settings to double-check the settings were still set to Canada, while the manage form view displayed the United States. Ultimately, my goal is to automate a dropdown with logic that…
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Merged: Workflow Enhancement - Copy data Cell A into Cell B (within the same sheet + row)
This discussion has been merged.
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Roll out new automations through control center
Hi there, I'm wondering whether I can implement additional workflows by adding them to the source sheet for a template? For example, I need to add an automation to all risk registers. If I add this to the template sheet for the risk register in the control center blueprint, can I then force this update to all risk…
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If I create an automated workflow on a sheet, can that be automatically copied to multiple sheets?
Or, will I have to manually add that workflow to each sheet? Background - I want to set an automated workflow reminder whenever a date is past due. Easy enough. However, we have 73 individual Project Manager sheets that I need to create the same workflow for. I would prefer not having to open 73 sheets and manually create…
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Copy or Clone a workflow
Is it possible to copy a workflow into a new sheet. I have to manually re-create 12 workflows over and over through out the year. Is there a way to copy instead?
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How to Automate workflow to create a summary report to diff between two excel sheets on weekly basis
Using SmartSheet, I want to be able to import excel sheet from sharepoint on weekly bases lets say "week 09" excel sheet name is [TC Roadmap 25ww09 VTS] Then I need to add to end additional +5 columns, these column includes formula(s) which I use to massage data coming from original data to create reports After a week ,…
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Merged: certain cells remain locked until specific data is entered in another cell
This discussion has been merged.
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Workflow invalid issue
Hi all, I have a new (and recurring) issue with certain workflows suddenly becoming invalid. For the most part they are not complicated (see example - simple date record when a status changes), and before this year they seemed to work fine. When I re-enable this one, for instance, it will work for a couple of weeks before…
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Conditional Formating on Workflow Emails
As of right now, there is no way for conditional formatting to show on emails that are generated through workflow. I suggest implementing a method to allow this, for example, I have conditional formatting that highlights fields when a specific criterion is met, but when I send that email out via workflow that…