Dear all, Can I copy individual fields (within a column) to another sheet in particular order triggered as Workflow process? I have a main sheet that is used to capture activities and statusses. Based on a specific status a part of the information (in specific order) will need to be copied to a new sheet to make it ready…
Hello! I am working on a workflow automation but i am not receiving the Request Approval e-mail notification as expected. I put my email as the Director for testing purposes and selected All Fields in Advanced Options, plus to include the options Approved, Rejected buttons. Please see below the steps I did. To me it should…
Hi. I would like to configure workflows or notifications so that if something changes (say a conversation) in a particular task, then the people who are listed in the notification column will get an email notification. We are going to assign tasks to team members, so not everyone will want a notification when every task…
Hi all, I'm hoping that you can help me find an easy solution to an issue I'm facing. I publish two monthly newsletters (External and Internal editions in the screenshot below) and the first step of my prep work is to have my manager approve my proposed lineup for each edition. I'd like to send an approval request or…
We currently have an integration with JIRA server and Smartsheets for a datasheet. Is there a way to migrate from JIRA server to cloud without impacting any data? Will smartsheet maintain the links to JIRA cloud after the migration.
Hi Just wondering if anyone has come up with a smart way to track columns that trigger workflows. Example: When a person gets an alert I like to see in the email which column it came from.
I have an approval workflow that goes to multiple people. At present, it seems if any one of them approves a View Request, the request is Approved. Is there an easy way to require all those who receive the approval request approve it before marking the request "Approved"? I know I can breakout the approval persons into…
Hi, I've created a workflow from the "Alert someone when specified criteria are met" template. The trigger is based on a selection from a dropdown list that will send an approval request to certain managers. The issue I'm having is that there are over 30 different selection options in the list. Do I need to create 30…
Is there a limitation as to the number of email address that can be entered into this workflow? I have an alert that I want sent to 3 different email fields within the Smartsheet. However, the automation tool is only displaying 2 of the 3 potential "Conacts in a cell."
