- Why is this happening all of sudden?
Hi all, I have had an automation set up (and working fine for quite some time) that copies a row to another sheet and then moves that row to a different sheet (Archive) when "send to Archive" is checked. As stated, this workflow has been performing perfectly for several months. Nothing in the source or destination sheets…
- Not all group members who have access are getting workflow notification
Hi, I have an automated monthly update request that gets sent to those in an owners column on my sheet, requesting they use a provided link to update a dynamic view. Those owners are part of a group I've created in Smartsheet, and this group has edit access to the sheet and dynamic view (and rest of the workspace). I…
- Workflow sporadically not triggering
Hi all, I'm looking for some assistance with an approval workflow that I developed. It is currently set to trigger when rows are added or changed, when "Employee Name" changes to Any Value (see image). Out of a list of 95 submissions, the approval workflow did not trigger approximately 20 times. The "Manager's Email…
- Notifying someone they were assigned multiple new tasks without sending a notification for each Task
I have a task tracker sheet and regularly enter multiple tasks that are assigned to a single person. What is the best way for me to notify them of the new tasks without having a new notification sent for each individual task? Thanks in advance.
- Workflow Approval Matrix
I am wondering if anyone knows a way of when creating an automated workflow for approval if there is a way (and if there is how) to set a criteria to follow a path. For example, if someone requests to pay £66k it would need to go to Approver Level 1, Approver Level 2 and Approver Level 3 but not any higher. Is there a way…
- Trigger and execute on different sheets
Hi, how do I tie a workflow from one sheet to trigger an action on another sheet? Example, Sheet 1 has the trigger (Checkbox) that initiates a form on Sheet 2 to be sent out. Hope I can and thanks in advance! dw
- Workflow action: create or update depending on the record existence
Today there isn't a way to update when the record already exist OR create only if the record does not exist yet
- Multiple approval with Multiple Condition in Workflow
Dear Team, Is it possible to set Multiple Approval with Multiple conditions. I have below scenario I have created Approval workflow with 8 level of Approval and it's working fine and smoothly. Later I have added Conditional of Department in the 1st Level of approval that, if Department = B and Section = X then it's…
- Use workflows to streamline your approval process
假设你在一个营销departm工作ent, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content…
- Smartsheet Bridge
Hi, I'm on Enterprise Plan and I'm trying to use Bridge but cannot log in to it. I actually had to dig the login link from the forums because I could not find it anywhere else, and when I try to sign in using my Smartsheet account it says "Unable to log in with Smartsheet credentials at this time, try using Bridge…
