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Change Value in Symbol Column Based on Value of Other Column
Hello everyone! I have a Status column (Symbol type), where users can choose manually the desired status. I also have a Completed% column (Text/Number type), where a percentage is entered manually. I would like to change the value of the Status column to "Blue" when Completed% is "100%", but keep as is in all other…
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Approval Workflow - Triggers for Comments
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
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How are institutions using Smartsheet to manage incident reporting workflows?
Hello, How are institutions using Smartsheet to manage incident reporting workflows that involve notifying multiple departments, each responsible for investigating and reporting back? I'm interested in examples or ideas on how to set up the sheets and workflow to streamline this process.
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Merged: Sheet full Warning and Workflow Additions
This discussion has been merged.
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How to Create a Scalable SharePoint–Smartsheet Document Integration Workflow?
Hello! There's a team in my org that uses SharePoint as their document repository, and nearly all of their Smartsheet row attachments are duplicates of files stored in SharePoint. While they can attach SharePoint URLs, it’s manual and not scalable for hundreds of sheets. They are looking for functionality where: Users can…
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Merged: Smartsheet JIRA Connector - Attachments
This discussion has been merged.
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Limit on workflows triggering other workflows (aka daisy chained autoamtions)
I have a "Re-Release" process that is very long and complex. At one point in the process, a row goes through a series of automations that trigger each other. These automations copy the row to an archive sheet, move the same row to a "Re-Release" sheet, copy the ID# to an "Previous ID #" column, clear the data in over 60…
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Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
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Merged: Add New Comment as a Workflow Action
This discussion has been merged.