-
Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
-
Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
-
Ability to add Comments or Notes through the Approval Request automation
Currently the Approver can only review the Approval Request and only either can "Approve" or "Decline". Is it possible to add the functionality to add Comments / Notes with the approval or decline action directly through the approval request (without needing to open the sheet and edit certain column) to add comments or…
-
Add email address to Workflow
First of all, I use Smartsheet Gov. I have the following workflow set-up. I wish to add another component to it, but I am not sure how to do it. In addition to the date being recorded as shown, I also want an email sent to a specific address. Oh, and I also need to have the Trigger set so it ONLY works when today's date is…
-
Allow Workflows Include Attachment to Slack Channel
It would be nice to allow a workflow add an attachment to a Slack channel. For example, I use a sheet to hold data for a new hire and a PDF is filled in with the information within the sheet. Then on the start date of the new hire I'd like the PDF to be posted in the team Slack channel to welcome the new hire.
-
Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
-
Third option for Approval Workflows
I was wondering if there was any progress made toward enabling more than just two approval options? I would also like to include "Approve, Reject, Modify". And while the update requests work, I feel like these workarounds are unnecessary and tedious. If we could at least require certain fields be required to be answered in…
-
Allow linked cells to trigger workflows
Just as the title says. It's really frustrating when you want linked cells to trigger a workflow but you can't.
-
Mapping Diagram/ Export Documentation of workflows
Can the automation workflows be exported into a mapping configuration for documentation and recording purposes? Is there a tool or app that anyone uses for this? Part of our IT process is documentation, and having a way to explain in a visual mapping of all the sheets, reports, workflows, and dashboard components would be…