Workflows

Discussion List

  • Approval Workflow
    In Using Smartsheet
    It is possible to redirect the approval if the approver was on leave/holiday? And is there a way as well once the request was submitted to the approver he/she can choose the next approver?
    Answered - Pending Review
    22 3
    Answered - Pending Review 22 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Workflow Automation - Character Count
    In Using Smartsheet
    I am trying to add a "data validation" to check that a serial # entered has exactly 10 characters (letters or numbers). I saw someone reference using a LEN count, but I do not see a way to use this function in a workflow. Is th…
    Accepted
    11 6
    Accepted Answer 11 views 6 comments Most recent by Hatley Using Smartsheet
  • how can add multiple approval request in the same row and cell using workflow?
    In Using Smartsheet
    I am tyring to make an ERP system. I created workflow to approved from the purchasing department and its department's manager with email. However, i can add multiple items in one time to approved(in item code column). How can it possible ?…
    Answered - Pending Review
    24 2
    Answered - Pending Review 24 views 2 comments Most recent by mystery Using Smartsheet
  • Request an update not working
    In Using Smartsheet
    My workflow is not working even when all the conditions are met. Any advise on what I'm doing wrong here?
    Answered - Pending Review
    2 1
    Answered - Pending Review 2 views 1 comment Most recent by KryF Using Smartsheet
  • Hyperlinked Text on Automated Notification / Workflow
    In Using Smartsheet
    One of my cell {{Video Link}} has the text of the title and the url of the video. When I send the notification and select the third option on Message to include (Message Only), it only sends the text and not hyperlinked. I dont want to s…
    Answered - Pending Review
    23 2
    Answered - Pending Review 23 views 2 comments Most recent by heyjay Using Smartsheet
  • Workflow notifications
    In Using Smartsheet
    I've sent emails to collaborators informing them of their access as well as sent the collaborators requests for approval via workflow. Not all of the collaborators have received emails from Smartsheet. All the collaborators have been set…
    Answered - Pending Review
    22 6
    Answered - Pending Review 22 views 6 comments Most recent by Genevieve P. Using Smartsheet
  • Workflow automation isn't triggering emails
    In Using Smartsheet
    I am having a crazy hard time getting this workflow automation to trigger emails! I've tried it as an alert and an update, I've tried deleting and re-entering it, I've tried changing the field that triggers it...no emails showing up in Sma…
    Answered - Pending Review
    12 5
    Answered - Pending Review 12 views 5 comments Most recent by Genevieve P. Using Smartsheet
  • Workflow getting triggered even when condition isn't met
    In Using Smartsheet
    I have a workflow with the trigger filter as shown in the attached pic. Approval requests further down in the workflow are getting sent out even when 'Type of Status Change' is 'Promotion'. Any idea why this is happening or how to fix it?…
    Answered - Pending Review
    22 4
    Answered - Pending Review 22 views 4 comments Most recent by Andrée Starå Using Smartsheet
  • Duplicate Notifications and to Everyone in the Workflow
    In Using Smartsheet
    Issue: The notifications for the CD level and RVP level are duplicating and sending to everyone in the workflow. 😬 Something is wrong with the workflows I created. Sheet Design Each row has someone assigned {Response Assigned to} to add t…
    Answered - Pending Review
    82 4
    Answered - Pending Review 82 views 4 comments Most recent by Emily Eberle-Levine Using Smartsheet
  • Workflow not sending emails
    In Formulas and Functions
    I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or …
    Answered - Pending Review
    1287 13
    Answered - Pending Review 1.3K views 13 comments Most recent by Graham Audouin Formulas and Functions