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Determine follow-up date that will trigger Workflow
I want a date to populate a field that will trigger a follow-up workflow. My criteria is: If the certification Complete is GREEN, this date can remain blank, as no follow-up will be sent. If the certification Complete is YELLOW or RED, the Manager has either partially completed (yellow) or not completed at all (red). The…
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Multiple Automated Workflows Triggering for same item
Hi! I have helped design a Smartsheet that we are using to track requests. There are three scenarios that we need to capture, and each scenario has a slightly different workflow because certain approvals are or are not required along the way. I am running into an issue when the request is declined, all of my workflows are…
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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
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Merged: Dropdown options for approval workflows
This discussion has been merged.
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How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")
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percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
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Report showing Item entered Fail, but not Pass
Hello all, First time posting here. I'm using forms to populate sheets with data on quality inspections processed. I'm looking for a way to create an ongoing, active report of units (which are identified uniquely with a serial number) that are awaiting fixes. Currently I submit a form for the initial "Fail", then submit a…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Is it possible to copy a workflow in the jira+smartsheet connector?
Hi all, Have completed all testing of forumulas in a project we kicked off. Now I want to make that workflow bi-directional between Jira and Smartsheet. I've read you cannot change the workflow, but is there a way to copy a workflow? Thanks in advance.