Workflows

Discussion List

  • Changing labels on approval workflow
    In Using Smartsheet
    Hi, I am creating approval workflows and was wondering if I can change the labels on it. The default are 'approved' or 'declined'. Is there a way to change that? For example, I'd like it to say 'approved' or 'feedback provided' instead of …
    Answered - Pending Review
    45 2
    Answered - Pending Review 45 views 2 comments Most recent by jmo Using Smartsheet
  • Workflow Copying - Entire Columns
    In Using Smartsheet
    Hello Experts, I am writing a workflow to copy and paste a particular Column value from 1 sheet to another sheet. However, the workflow is copying the entire column details from the spreadsheet.
    Answered - Pending Review
    421 12
    Answered - Pending Review 421 views 12 comments Most recent by Andrée Starå Using Smartsheet
  • Workflow timing is unavailable
    In Using Smartsheet
    I am attempted to update my workflow automation "Run workflow" from "When triggered" to "Hourly", but I am getting the pop-up window below when Saving. Anyone familiar with it? Any workarounds? Thank you!
    Answered - Pending Review
    250 7
    Answered - Pending Review 250 views 7 comments Most recent by Genevieve P. Using Smartsheet
  • Notification Trigger 44 Weeks After Date
    In Using Smartsheet
    Hello, I'm trying to set up an automatic notification for training reminders without using helper columns. I'd like to set up the trigger date as 335 days after a specific date (4 weeks before they need to renew). For example, if they rene…
    Answered - Pending Review
    25 2
    Answered - Pending Review 25 views 2 comments Most recent by Janette Using Smartsheet
  • Workflow condition starts with < N
    In Formulas and Functions
    We have a use case where an assignee is variable based on an ID 'number.' The ID Number starts with a letter code, and the assignee is IF ID starts with A-M THEN AssigngedTo = [email protected] ELSE AssigngedTo = [email protected]
    Answered - Pending Review
    22 2
    Answered - Pending Review 22 views 2 comments Most recent by Tony B Formulas and Functions
  • Automating Document Generation and Print
    In Using Smartsheet
    We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details a…
    Answered - Pending Review
    87 6
    Answered - Pending Review 87 views 6 comments Most recent by WernerDoubell Using Smartsheet
  • Simple change cell workflow not working
    In Using Smartsheet
    Hi, I have created a very simple workflow to change a cell (check a checkbox) when a status changes to "Complete." It is not working. I've had the same problems with similar workflows - (Add text to a notes field when a status …
    Answered - Pending Review
    150 12
    Answered - Pending Review 150 views 12 comments Most recent by Scott Adams Using Smartsheet
  • Workflow to be triggered when cell is changed to specific value
    In Using Smartsheet
    Hi all, I would like to create a notification workflow to be triggered when cell is changed to specific value. Is this possible? Thanks in advance!!
    Answered - Pending Review
    2 1
    Answered - Pending Review 2 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • workflow to be triggered when cell is changed to specific value
    In Using Smartsheet
    Hi all, I would like to create a notification workflow to be triggered when cell is changed to specific value. Is this possible? Thanks in advance!!
    Answered - Pending Review
    23 1
    Answered - Pending Review 23 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Reminder Workflow
    In Using Smartsheet
    Hi there ; İ would like to get your advices about below issue ; I want to set a workflow that system will remind a row every 15 th of workday of each month.How can i set trigger on workflow for it ? Thanks in advance for your kind replies …
    Accepted
    2 3
    Accepted Answer 2 views 3 comments Most recent by Paul Newcome Using Smartsheet