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How to guide a stakeholder through a multi-step monthly review process?
We are managing a portfolio of projects that cut across multiple teams. Each team has a "spokesperson" that is responsible for completing a handful of reviews each month for portfolio governance, such as: Review report showing project milestones that they own Review report showing project milestones that are owned by other…
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Can anyone please explain why my Mid formula is not working?
I am trying to pull the 5 digit number ID in the middle of this text string. My formula works for the ones labled CTV however for everything else it is an #Incorrect Argument. Any help would be greatly appreciated =IFERROR(MID([Campaign Name]@row, FIND("_CTV", [Campaign Name]@row) - 5, 5), MID([Campaign Name]@row,…
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Automated workflow delivery alert not sending to some individuals??
I have the following workflow automation for an update request My workflow permissions are set to unrestricted, so I believe this should notify/ send an email with update request to any recipients in the assign to cell even if they are not shared to the sheet... However I keep getting an email to state that certain people…
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workflow email
Hello, I am trying to set up a workflow email, so that when the "Report date" is approaching an automated email will be sent to a specific email address a day before, with details of the information in that row Can anyone help?
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Workflow for a reaching a set number of submissions (rows)
Does anyone know it if it possible to create a workflow that alerts someone when a set number of rows are created? We've created a registration form and I would like to get an alert when we hit 200 registrants.
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Automation Workflow - Approval workflow with condition
Hi, I am getting and error (image below) when i am trying to write a condition based approval workflow, please help
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Forms that trigger updates - workaround for making those fields required
1) We use a form to collect required data. From there, one question triggers an update request to a third party from the email that we collected in the form. We want these fields to be required. As a workaround, I tried using the same workflow to set a condition that if any are left blank, then to request a secondary…
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Can you trigger an auto-number column to generate?
Hello, I want to have Smartsheet create project numbers following a specific format, but generate the number when I click a checkbox in another column. I cannot figure out how to make this work? Here's what I've done so far: Column PN Auto is an auto-number column with prefix 'TD-' and numbers starting from 1700. I do not…
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Import a formula via workflow
I was playing around with the workflow and almost got a formula imported However after the formula got added it leaves a ' mark before the formula , that must be manually be removed for it to actually take effect Kind Regards Brandon Austin
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Automated Email Reply After x Amount Of Days
I am looking for a way to set up a workflow so that once a box is checked, an automated email will get sent out to a person a few days later.