-
Want workflow to trigger on a particular day of the week
Hello Community, I have a workflow setup to send my RAID Log to my core project team whenever an add or a change is made within the last 5 days. Right now the workflow generates every Friday but I want it to generate every Monday. Any suggestions?
-
Workflow- trigger and output inconsistencies
I've built out the following workflow to notify our PMs of any newly inserted row AND change cell value on two columns in added row. The workflow is not sending notifications during my testing, but has been populating the formulas as intended when I add rows to the sheet. When I manually run the workflow and notify myself,…
-
I cannot convert my if statement to a column formula
I have an if statement referencing another column named "Country" - I want to define this if statement into a Column Formula but it says "the column formula syntax isn't quite right". This is my IF statement. =IF(Country1 = "US", "01-440-0187 (US)", IF(Country1 = "Canada", "01-440-0188 (CA)", IF(Country1 = "Mexico",…
-
Help - Approval workflows with multiple approvers and conditions
I have an approval request that is currently set up like this: local leader approval is obtained. If these 3 conditions are met: a. if budget is greater than $5,000 or b. attendees = govt or c. carrier sponsorship = yes, then next level approval is required. Otherwise, requestor is notified of approval. Ditto with decline.…
-
Record Date Workflow Issue?
Hello, I am currently trying to use the attached workflow to input today's date into a cell, whenever a checkbox is clicked. Any idea why this might not be working? Thanks, Leland
-
Workflow is not sending attachments?
I have a workflow that sends me an email with specific fields when something changes. I also have the "an attachment" option selected so it will send the attachments as well. However when it gets triggered it sends me all the fields I am asking for, but is not sending the attachments. What am I doing wrong, or is this…
-
Automation still running after 100% complete
Hi All, I can't seem to figure out why I'm still getting automated reminders when lines are 100% complete. Can someone look at my rules and provide assistance?
-
Can you run an Automated Workflow on a Dropdown List?
I have a dropdown list and I want to run a workflow off of it so when one option is selected it notifies a user. When I select that column in the Automated workflow, I don't see the dropdown options. Can someone help point me in the right direction? I have used Automated Workflows for years and seems like this should be…
-
How to get Automation Email to work
Hi, Ive been trying to get an automated email to work since last September and had to give up back then, although thanks to Andree I made some progress and thought I had it fixed. I enabled the automation for the first time this month after a couple of trials to myself and it doesn't work again. Smartsheet support are no…
-
Approval Notifications or Simplification for multiple workflows
Currently, if you have an approval workflow that has Mutiple workflows, it will send notifications for each of the workflows. To prevent this, you have to add another condition prior to the notification. Basically, the first condition is not relevant once it gets past the approval notification. I would like the first…
