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Workflows - Streamlining Multiple Change Paths
I recently learned that I could have multiple change paths, and I was thrilled, no longer duplicating and changing for each criteria! But I am stuck on this one. Below is one of many workflows. The user will enter the Workstream (Train and Resources), and then the PM field will assign a person. I want multiple conditions…
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Is it possible to add the current date for an email alert?
I am trying to add the current date when sending out a weekly notification. As part of the customized message I would like to add the current date in the subject field/line. Is that possible?
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Recurring workflows based on date field in sheet
Hi, currently my options are - run once from a date field and run recurring based on a specific date but it would be really helpful to be able to initiate a recurring workflow from the date populated on a row. I have investigated some of the community suggestions for helper columns but I have up to 6 actions on a row that…
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Cross Referencing Data Across Sheets
I've read several threads on this and tried to figure out solutions but am still stumped. I am creating a workspace for managing events. I have vendor lists with their rates and a planning sheet with the number of staff we need and which activities will be booked, etc. I'm trying to create an expense sheet where I can have…
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Adding rows in existing sheet if multiple selections in a column exist
Hi Smartsheet-Community, I previously have been searching for a workflow which does the following: I'd like to achieve within one sheet that as soon as multiple assignees are selected from the respective dropdown list, one or more rows are automatically created below, which copies the content of the above row and splits…
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How to get result from a child workflow back to the parent workflow?
Hi all, I have a parent workflow which calls child workflow with state name "get_workspace_id". Inside the child workflow I do some data processing and eventually I want to pass the result of Javascript back into the parent workflow. The data reference of the result is:…
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Trigger and execute on different sheets
Hi, how do I tie a workflow from one sheet to trigger an action on another sheet? Example, Sheet 1 has the trigger (Checkbox) that initiates a form on Sheet 2 to be sent out. Hope I can and thanks in advance! dw
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Editing the Auto-Message Form (Approval Workflow)
Is there a way to remove fields from the email request when setting up an approval workflow? Right now the approval request displays all the fields from the sheet and I would like to only display the fields the approver would need to see.
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Dynamically Scheduling Another Workflow
This is my first time trying to have one workflow dynamically schedule another and I must be doing something wrong. What I want to happen: On our main customer workflow, it is triggered by the specialist changing the Stage status. When they change to a specific stage, an email is triggered to the customer via our SendGrid…
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Getting trigger itself error in Smartsheet
Hello Everyone, I hope you had a great New Year! I have one (Source) sheet in which data is coming from Google sheet through data mesh and based on certain conditions it will transfer to the specific sheet. Once the data is added to the sheet and the team feels the information should be on another sheet I have provided a…