-
Workflow Automation Modification History
IDEA: for Workflow automations, add a detailed "modification history" Currently, the Workflow Automation only lists the Created By, Created Date, Last Modified By, Last Modified Date, and Last Ran on. This is missing critical information. It doesn't show any changes to: Automation name Trigger conditions Actions Recipients…
-
Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
-
Rule-Driven Column Visibility for Workflow-Based Sheets
Conditional Column Visibility Within Sheets (Dynamic Columns Based on Field Selection) Forms in Smartsheet support conditional logic. However, the sheet interface itself does not currently support rules-based column behavior. We are requesting the ability to define logic that dynamically controls column visibility based on…
-
Add condition to Workflows related to the presence of Attachments
This is a really simple idea; there needs to be an added option for a condition in the workflow/automation builder that checks for the presence of an attachment. That is a key item for us and currently that functionality, as a condition, does not exist in the product.
-
Update Request Errors
Hi, We’re encountering errors when attempting to open an update request via email. Please see details below. Could you advise on the cause and next steps? Thanks
-
Anyone having issues with Update Request Workflows?
Hi all, I have created some Update Request workflows and I am testing to myself. I am not getting email subject and body context in the Update Request Email. What I am getting is, Email Subject: "Update Request for [Sheet Name]: [Workflow Name]" and in body, "Please Update My Online Sheet". I have a specific Subject and…
-
Automation: Ability to add a condition to workflow branching off from an unmet condition
Today in automation workflows you can only and conditions to flows that pass previous conditions. It would be helpful to be able to add conditions to the flows that stem from failing previous conditions. Scenario: I want automation to change the status of a task based on it's Target (completion) Date and it's Actual…
-
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…