- Formular: Only two requests each department per week
Hi Community, I have a sheet request form that capture transport requests from each department. Heres my scenerio: For my organsiation a request for transport is allowed only 2 request per week for each department. Requests more than two is automatically cancelled for the department. what formula can I use to a helper…
- 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…
- Copy and move selective columns
many times we prefere to copy/move selective columns ( within the row) either direct or automated , biut unforunately the platform force me to share the whole row with all columns including those columns with info that i do not wish to share . Please consider the feeature to direct or autmated copy/move selective columns…
- 触发和执行啊n 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
- Using placeholder to include today's date on workflow alert
Hi, I'm creating a workflow that sends an alert to specific people every Monday at 9am. I want to include today's date in the subject line of that alert. Is it possible to add a placeholder to the subject field to include today's date? Thanks,
