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Approval Workflow improvement - Keep the initial Value when request rejected
Status quo: I create a workflow with a request to review and approve a certain value in a cell. The review as the option to approve or decline. Issue: In case of an approval, not issue. BUT in case the approver rejects the request, means he wants to express that the new / changed value is not correct, the wrong value…
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Approval Workflows - Use of initial data after rejection
Hi. I want to create an approval workflow for the following example: I have a list with contact for several equpiments. Now, somebody will change a name. In this case, a workflow will be triggered (trigger is change of the value), requesting the approval of the Manager. Setting up this is clear. My questions is focusing on…
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Merged: Track what was changed in the workflow automation configuration.
This discussion has been merged.
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Smartsheet Automated Emails changing custom subject line
Good Morning, I've have several workflows setup to send out emails that are triggered by dates. I'm using the Alert someone and I have setup specific subject lines in each out these, based on the time frame of a requested completed date. This morning, I received a "Reminder: Smartsheet Name" email that was sent to all who…
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Automations Inactive - Still Sending Alerts
We have a sandbox sheet duplicated from a live sheet for 6 months now. The automations on the sandbox sheet are 'inactive' as we don't want any alerts being sent out while we run testing. However, just recently, email alerts have been sent from the sandbox sheet to the contacts and we know this for sure because the link in…
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Reoccurring workflow start based on date in cell and end when a condition is met
It would be awesome to have be able to set a custom recurrence for a workflow that is triggered based on a Date Field instead of a hard coded date. This would be extremely useful for Update Requests and Alerts. For instance having it resend the UR/ Alert/ Approval until a condition changes that shows they have responded.
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Deactivate all automation on a sheet
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
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Workflow Administration in Control Center Global Updates
I would love to see the ability to create, update, and administer workflows in Control Center provisioned projects. A few use cases: We recently completed our implementation of Control Center and migrated our live projects into the new framework. Some of the blueprint templates have alerts configured and it would have been…
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Automation Notifications Using Groups
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
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How to automatically add NA to a date column in 1 case, which is updated manually in other cases?
Hi, So, I have a date column, say Date A. I have another column say 'Condition A'. When 'Condition A' column consists of a value 'ABC', then Date A column should auto populate with 'NA'. In other conditions when Condition A column has 'XYZ' or @'PQR', Date A column needs to be filled manually by the smartsheet user. Now,…