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How to reinitiate approval cycle after the proposal is declined ?
We have a workflow whereby we send a proposal with estimated cost and delivery date to our customer which he will be presented whirch two options (approve/decline) .If its approved then we can start the work fine, however if it is declined we would idealy like it to come back to us with the reasons for rejection and maybe…
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How to add multiple contacts in one cell with an automated workflow?
Hi there! I currently have automated assignment workflows where when a certain department is selected, the Department Manager is populated according the specified workflow. My question: is there a way where two department managers are assigned in one cell when two departments are chosen (I have two separate workflows for…
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Email automation with PARENT/CHILD data from pivot table
I'm trying to create an output of specific rows of a pivot table to attach/include in an automated email. See below for an example table I'd like to extract from the master pivot table. The "Alert someone" automation allows me to specify which cell information I want to include but does not seem to be able to allow for…
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Upload Thousands of Excel Documents to Rows
I have been building a workspace for inspection tracking. Before this we were utilizing an Excel doc that would use a macro to create a new Excel doc for each inspection with the information that was entered. There are 2332 excel documents. The information in each doc are not in individual columns. The filenames are Asset#…
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Giving an output based on text from multiple selection dropdown
Good Afternoon, I've been racking my brain trying to get this function to work. I have a column set up to allow multiple selections of specific text with the column name "Processes." I want the cell to find the specific text and give a number value. I'll then pull from a "Due Date" column giving the processes start date…
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Copy row with no hierarchy on one sheet and make it a child on another.
I have a been working on building a asset inspection tracking workspace. I currently have 4 sheets built for it. The first, Asset Master List, has all of the assets and information about the asset built into it. This sheet was built from an Excel Import. The second sheet, Inspection Form, has all of the form responses for…
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Workflow - Not running when sheet is not open
Hello, I'm using the JIRA connector and when a sprint is closed and another one is opened, I'm tracking that change on a smartsheet sheet. I would like to have a workflow to perform a few actions upon that change when that change occurs. The sprint does not start always at the same or at the same time of the day, that's…
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Use workflow to copy multiple rows
Is there a way to copy multiple rows in a sheet to another sheet while using the run on trigger? Whenever a row is added to a sheet, I want all the rows that meet a condition in that sheet to copy over, not just the row that was added.
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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I am trying to create a formula - If I Select "Yes" then multiply 25 by a specific cell.
The formula works, but it is not solving the equation and is giving me the words of the equation instead =IF([Per Diem Eligible (Yes/No)]@row = "Yes", "25*[# Nights]3", "")