-
Allow Jira Workflows to be edited by multiple users and transferred
Workflows cannot be updated except by the user that created them. This makes it very difficult to manage them by a team. Also, if the owner leaves the company, the workflow needs to be rebuilt. Workflows should be able to be shared and edited by multiple users and should be able to be transferred when a person leaves a…
-
Automations question
I was helping a co-worker convert an Excel file to Smartsheet. One of the things she currently does manually is after entering new rows onto her Master file; she copies (manually) to each of the QMS Entities sheets. Now there are about 20 QMS entities. We looked at the Copy to sheet template automation, but it appears as…
-
Why is my formula unparseable?
=IFERROR(COLLECT([Completed Date] - [LTP Conversion Date], AND(IFERROR(MONTH(@cell), 0) = Feb84, IFERROR(YEAR(@cell) = 2023, 0)), {CAD Support Type TD}, ="Long Term Project")), "N/A") The bold is what I want to subtract within the formula.
-
Sending Request Form with Hyperlink
Hi, I want to know If there is a hyperlink in my sheet, which points to another smartsheet. I use workflow to ask others to update their row. In this case, I found that after receiving it, they could not click on the hyperlink to go to another smartsheet. In that cell, it was only displayed in text format. I want to know…
-
Data Shuttle // smartsheet ownership change
I had a smartsheet that imported data using Data Shuttle. I transfered ownership of the sheet to another person and I know I can not transfer the ownership of the Data Shuttle workflow that is updating that sheet. My question is: What happens if the new owner of the sheet creates a new Data Shuttle workflow? Will it…
-
Approval from multiple Approvers
Hi Can we move to the next step in an approval workflow if just one of the users approves an approval request? For clarity, my process requires both options: that is, in some cases, "seek approval from all the approvers and then only move to the next step" whereas in some cases, "seek approval from any single approver and…
-
Timestamp Workflow not working
I found someone's article (link) about how to timestamp using a workflow. I tried it exactly the way the article set it up and rather than timestamping newly entered lines, it completely overwrote every single date in the column including all previously entered lines. I also tried all of these (using the trigger "when rows…
-
A workflow to transfer a data from smartsheet to MS word
Hello Team, Firstly I must confess I am a beginner to smartsheet. I want to transfer a data from Smartsheet to MS word and save the file. Say for example: I enter a smartsheet report as follows. In the first column I would fill as XYZ, in the second column ABC. I need to get an ouput in .txt format saying " Hello XYZ.…
-
How to create a business process workflow?
In a previous job, we had many business process workflows created to guide a project manager on what to do to get a project onboarded. I'm looking to replicate this in my current job. To onboard a project, a project manager was guided through process #1, #2, etc, and each process listed out what to do, where to store…
-
Why are my workflow notifications not coming over as my name via Smartsheet?
I have my automated workflows set up to "send from triggering user." However, I have made a few updates, as well as others who have triggered the workflow, and the workflows show in email as from "Smartsheet Automation" instead of from "triggering user name via Smartsheet". I have been playing around with it but can't…