-
Is there a way to timestamp using a formula?
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…
-
How to delete rows automatically
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…
-
Rejection Reason in Workflow
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!😊
-
SmartSheet BRIDGE Run Log - Stopped status triggering E-mail ?
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?
-
large workflow for approvals - can it be done in a single workflow?
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?
-
Automated Workflow to Create Cell Link
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…
-
Workflow Approvals with a drop down feature added?
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…
-
Merged: SmartSheet BRIDGE Run Log - Stopped status triggering E-mail ?
This discussion has been merged.
-
How do I customize the Strategic Plan template so the project request form attaches to a project tas
I need assistance customizing the Strategic Plan template to the needs of my department. I don't understand how the project request sheet connects to the project A & B Task sheet. I created a form for the team to submit their strategic initiatives for approval. Once a strategic initiative a approved, how does it auto…
-
Activity Log Update & Workflow Changes
I have a Workflow that tells me when a Release (Unique ID) has been deleted from a sheet used by another team. They never seem to tell me when they are actually changing the value. This is a common practice unfortunately. I would like to have the ability to do 2 things. 1) Display the Old and New value of this change in a…