I am trying a workaround to ensure stakeholders are completing all the fields in a request for update automation. We have two party's that need to fill out the same row. I created a form with required fields for the first party. Then I created a workflow so that when a trigger is met from the form, a request for update is…
I have a workflow reminder configured that sends out daily update requests. Is there anyway to set it up so it does not send out update requests over the weekend?
Apologies if this has been asked previously, I am wondering if there is a formula (or any other method) that can be used that can add a timestamp into a cell for when the workflow was triggered. For example, I have a workflow that sends an email to person 1 and i would like the date and time in a cell that this was sent to…
Community; I manage a process that injects a fairly high volume of rows into a sheet at least weekly. These rows are meant to be viewed by a sales team, annotated, acted on, and then archived. After about a month they lose all value (key data points are moved into our ERP or POS backend, depending on outcomes). But the…
Hello, I have set up a workflow that will send an approval email to person 1. Is there anyway if Person 1 declines/rejects the approval that i can prompt for more information on why they declined/rejected that can be displayed in a cell back in smartsheets? Thank you in advance!😊
Is it possible to have "Stopped By Error" report sent to the WorkFlow creator? When flow was not competed, and status "Stopped" appears in Run Log - can we set an trigger for E-mail to be sent to the flow creator that will inform him that the flow has failed?
I need to build a workflow that technically has multiple triggers (I think). I am trying to create an approval process, but we have a 36 different initial approvals (varied by location) and then a following 8 by region before the final approval in finance. Is this even possible in a single workflow?
There are already Automated Workflows to Copy or Move rows. But it would be increadibly helpful to be able to have a workflow created where it would create a cell link on another sheet. That way when a criteria is met such as 'Project Completed' the row could be moved to the other sheet, but still reflect any additional…
Is there anyway that when you setup a workflow for an approval automation, that when the reviewer gets the email, can they have a list of rejection notes in a drop down fashion to choose from? When rejecting submissions our team has like 5 cookie cutter answers that we run into. Would love it if they could have a drop down…
This discussion has been merged.