Workflows

Discussion List

  • Workflow with multiple OR conditions is not working as expected
    In Using Smartsheet
    I created a workflow that triggers an alert when a new row is added to a sheet, except if certain conditions are met -- i.e. if I am the one who added the new row, I do NOT want an alert sent. It is not working as expected and alerts are …
    Accepted
    22 8
    Accepted Answer 22 views 8 comments Most recent by Laura B. Using Smartsheet
  • Approval Request Workflow Hyperlink via Google Integration
    In Using Smartsheet
    Hello, Does anyone know how to include a hyperlink within an approval request workflow via Google Hangouts/Chat? The only solution I have come up with is including the URL into the comments section, but it is not clickable in chat, only em…
    Answered - Pending Review
    22 1
    Answered - Pending Review 22 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • workflow how to change more than one cell value
    In Using Smartsheet
    Hi all, I would like to change the calue of three cells if a checkbox is activated, but the smartsheet workflow only supports "change cell value" for one cell. Is there a workaround or solution for this? Thank you, Joachim
    Answered - Pending Review
    12 5
    Answered - Pending Review 12 views 5 comments Most recent by Andrée Starå Using Smartsheet
  • Can Workflow be shared with other users?
    In Using Smartsheet
    Hello I have some weekly reports shared with my team members. The reports have automated workflow (the primary function applied are move the rows, copy, alert..., etc.) I am wondering if the workflow can be created once and applied to the…
    Answered - Pending Review
    12 4
    Answered - Pending Review 12 views 4 comments Most recent by Szu-Yu Chou Using Smartsheet
  • Creating a Workflow that Auto-populates a Form/Sheet
    In Using Smartsheet
    Hello, I was wondering if it is possible to create a workflow that once submitted and approved would auto-populate a Sheet or Form. Currently we use Support Central to capture associates Name and unique identifier. Once the workflow is app…
    Accepted
    22 3
    Accepted Answer 22 views 3 comments Most recent by Paul Newcome Using Smartsheet
  • Workflow OR conditions
    In Using Smartsheet
    Hello, I am creating a workflow for notification (send out alert to my email address) while I have some questions about setting up the condition. It's a sharing sheet that people need to get into and update some fields. I have Column: Ty…
    Accepted
    44 9
    Accepted Answer 44 views 9 comments Most recent by Mark Cronk Using Smartsheet
  • Retroactive Workflow Solution
    In Formulas and Functions
    Hi If I create a workflow to copy rows to a new grid, will it work retroactively if the criteria was met before the automation was created? For example if my "approved" column has an "If YES move to new sheet" workflow …
    Accepted
    33 7
    Accepted Answer 33 views 7 comments Most recent by Bassam Khalil Formulas and Functions
  • Automation - Change Linked Sheet
    In Formulas and Functions
    Hi All Is it possible to change the linked sheet in the email that is received through the automation workflow? Here is my challenge // Automation - IF Status Change from GREEN to RED THEN notify individual and COPY ROW(s) to task sheet No…
    Accepted
    13 3
    Accepted Answer 13 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Automation - Sheet Update based on Criteria
    In Formulas and Functions
    Hello again Like a typical N00B I'm having wonderful ideas with almost no knowledge of the product (go easy, I'm just rolling into my 5th hour in 2 days of using it) I wanted to know if anyone has any experience or thoughts on how best to …
    Answered - Pending Review
    2 1
    Answered - Pending Review 2 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • Workflow - recognising email domain as part of "assigned to" column
    In Formulas and Functions
    Hi all, I have two columns: Assigned to - this is set as the "contact list" property and linked to the address book so you can put an email address e.g. "[email protected]". However in the field it wou…
    RSP Profile Photo RSP
    25 2
    25 views 2 comments Most recent by RSP Formulas and Functions