Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
I am creating a form in Smarthsheet that will require two levels of approval is a particular question is answered in a certain way. In the form they manually enter the email address of the people who are required for approval. I am finding that if I do not share the sheet with the person I am seeking approval from I cannot simply have them as an approver in a workflow for a form. This is problematic because there could be a wide array of people who need to approve and I cannot predict who I would need to share this form with. I also would not want the person submitting the form to see others responses if I give them access to the sheet. Any help would be appreciated.
Hi Ryan,
Make sure that your Personal Settings (circle/profile in the upper right corner) and the Permission Settings (cog in the top right corner in the Automation overview) are correct. Please also see attached screenshots for more information.
Hope that helps!
Did it work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Thank you Andree! It seems as though our organization limits the second two options in the workflow setting... Hmmm... I will have to reach out to them. Appreciate the quick response!
Happy to help!
This might help: https://help.smartsheet.com/articles/1159581-global-account-settings-team-business-enterprise
Recently i have been seeing "Form Unavailable" show up on Forms taht have worked without issues for ages. I thought it might be connected to Table View, but I am not sure for certain. One is on a newly created form and the other is on a sheet that I converted to Table view, because we were hitting the 500K cell limit (so…
Hello community, What can we do if I cannot delete the data shuttle workflows that I created myself? Thanks!
Hello, I have created a dashboard and added some Metric Widgets to my dashboard that is pulling text from the profile data sheet that I created. However, on the screen shot below, where it is pulling information into, I want to change the formatting (no bold, smaller font). But when building the dashboard, it doesn't let…