Workflows

 

Discussion List

  • Workflow: Request Update Form
    In Formulas and Functions
    Hello, For the automated workflow - request update option, if I have this sent out to more than one person to complete and they both leverage the linked form from the automated Smartsheet email, how does Smartsheet intake that information…
    Answered - Pending Review
    14 1
    Answered - Pending Review 14 views 1 comment Most recent by Paul Newcome Formulas and Functions
  • Day based Reminder
    In Using Smartsheet
    Hi there ; İ would like to set a workflow as below ; how can i manage ?Could you help me pls i have a date column named "date" and i have one more column named " material" ; i want that system will send an alert a…
    Answered - Pending Review
    13 1
    Answered - Pending Review 13 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • Copy Rows Automation: only copy select columns?
    In Using Smartsheet
    Hi Smartsheet Community, Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want …
    Accepted
    23 4
    Accepted Answer 23 views 4 comments Most recent by Frank Falco Using Smartsheet
  • Dynamic Dates
    In Formulas and Functions
    Hello, I'm working on a workflow where the time to complete a task within a project is static but the dates we start the project are dynamic. Is there an easy way to program that? Example below... *Project A starts on 1/1/2022* Task1 = 3…
    Answered - Pending Review
    3 3
    Answered - Pending Review 3 views 3 comments Most recent by BullandKhmer Formulas and Functions
  • Understanding "When rows are changed" workflow
    In Using Smartsheet
    I have setup an automation that copies a project row to another sheet when the project phase is changed to Waiting to close. The copy is working but it's creating duplicates and I'm wondering if it's a bug or I am misunderstanding how the …
    Accepted
    22 4
    Accepted Answer 22 views 4 comments Most recent by @Lee Using Smartsheet
  • How can I set a workflow/automation for subtasks?
    In Using Smartsheet
    Hello! We're currently trying to set a workflow so that a notification by e-mail is sent seven (7) days prior to the projected start and the projected finish. Our goal is that this reminder is also sent for the projected start and finish e…
    Answered - Pending Review
    26 6
    Answered - Pending Review 26 views 6 comments Most recent by Brett Wyrick Using Smartsheet
  • Linking Information From One Sheet to Another
    In Using Smartsheet
    I am trying to link two sheets together. The user will input information in a new row of Sheet #1 and I want that information to appear in Sheet #2, which has all of the same columns as Sheet #1 and more. I tried to cell link the sheets to…
    Answered - Pending Review
    12 2
    Answered - Pending Review 12 views 2 comments Most recent by Brett Wyrick Using Smartsheet
  • Automated Workflow Condition was not met but workflow executed
    In Using Smartsheet
    I created an automated workflow with the trigger to request a status from contacts in a cell on a bi-weekly basis if the following conditions are met. There were multiple requests sent to the contacts whose applications didn't have the Dis…
    Answered - Pending Review
    23 5
    Answered - Pending Review 23 views 5 comments Most recent by Lisa Blair Using Smartsheet
  • Request for Update - Set Expire Date/Days
    In Formulas and Functions
    We are using Smartsheet to manage a weekly work schedule. There is a workflow that sends "Request an update" to employees the ability to pickup an open shift. Do to volume of calculations and space limitations, the schedule is …
    Answered - Pending Review
    22 3
    Answered - Pending Review 22 views 3 comments Most recent by Gladys Liley Formulas and Functions
  • Automated Workflow - Task Complete
    In Using Smartsheet
    I am working to set up an approval workflow that has the ability to respond from an email. Here's the situation; The first person checks a box in Smartsheet, this sends an email asking the 2nd person to complete a task. Once the 2nd person…
    Accepted
    13 3
    Accepted Answer 13 views 3 comments Most recent by Genevieve P. Using Smartsheet