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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…
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Add project name to update requests
I have numerous projects that all have the same work breakdown structure. If I send out request updates (via automation) the end user doesn't know which project the request is asking about. Unless I specifically state what project I am referring to in a manual update request I don't see a way to have that info included. So…
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Turn off notifications for everyone
Hi all, I have a single sheet within a broader workspace that the team does not want anyone to receive any notifications from. How do I do this? When adding a workflow, I only see options for alerting people when / if something specific happens, but I just want to turn off all notifications for everyone for the sheet.…
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Workflow schedule first weekday
When scheduling reports it is possible to pick first weekday etc, it should also be possible to do that for workflows. For example, run on the first weekday of a month
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Request Approval Workflow Help
Hello! I am trying to set up an approver workflow where after the GM or Director email is entered, it sends the trigger to that specific email to approve or deny the request. When I'm setting up the automation, I used option "Select contacts in a cell" hoping that I could choose the column with the GM email in it since…
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Alert Someone, shared to sheet as editor, viewer etc
At the moment in a workflow, the Alter Someone allows it to be sent to every shared with the sheet. It should be possible to choose whether its all, or just admin, editors or viewers.
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Merged: Alert Someone should support Resource Groups
This discussion has been merged.
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Automation: "Copy Rows to Another Sheet" Isn't Working
Hi, I am the owner of a project that has several Smartsheets. When someone (owner/admin) changes the "Status" column to "Req. Not Met," I want the row to copy to another Smartsheet. I set up this automation. Then, I updated the "Status Column" (in five rows) to be"Req. Not Met" and saved it to trigger the automation. Next,…
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Conditional formatting for dates that are X amount of time in the past
I have a sheet where I would like one column of dates to be conditionally formatted to show if the date is greater than 5 years in the past. For example, once a record is greater than 5 years old then it must be archived. We would like to easily see when this occurs or be able to create a workflow to move them to another…
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Why does the entire sheet copy instead of just row?
I have set up an aumoted work flow- so that only rows check for at risk will get copied into another sheet. Instead the entire sheet is getting copied there. How do i restrict to rows only?
