- 复制表之间的工作流
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
- incorrect routing of workflow delivery alerts
Change in ownership, but the creator of this sheet is still being pinged. Aside from "save as new" under new owner account, any suggestions to correct this routing? Thanks
- Wondering if anyone knows how to set up a certain work flow and/or formula...
I am trying to adjust one of my sheets/create a new workflow or formula to highlight the group name or entire row if someone does not submit a new check from the forum link within 90 days from the last check they submitted. So how I currently have this set up, is there is a sheet created and then we attach the forum link…
- Workflow to change a cell value isn't working properly (changing the values I input)
I have several workflows to auto-populate a required reading column value based on what procedure is being performed. Most of them work just fine, but a couple of them are changing when they auto-populate in the sheet. For example, I have the required reading for a specific task as "3941, 3987" but when the cell…
- Workflow to send out FIRST attachement in a row ONLY
Hello Smartsheet Community, I would like to send out an attachment via a workflow (Alert somebody), however this workflow should only start automatically for the first document which is attached to a row. Background is, that an attachement is created automatically by another workflow (=Generate document). This document…
- Workflow - when box is checked
Hi there, I feel like this is an easy one, but for some reason I'm a bit confused about how to get it done - I want to trigger an alert when a box is checked - either when the row is added or when it is checked at a later point. I was going to do 'when rows are added or changed' and 'xx' box is checked, but, I don't want…
- How to reinitiate approval cycle after the proposal is declined ?
We have a workflow whereby we send a proposal with estimated cost and delivery date to our customer which he will be presented whirch two options (approve/decline) .If its approved then we can start the work fine, however if it is declined we would idealy like it to come back to us with the reasons for rejection and maybe…
- Automation Notifications Using Groups
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
- How to add multiple contacts in one cell with an automated workflow?
Hi there! I currently have automated assignment workflows where when a certain department is selected, the Department Manager is populated according the specified workflow. My question: is there a way where two department managers are assigned in one cell when two departments are chosen (I have two separate workflows for…
- Workflow and Solution Mapping
Can the automation workflows be exported into a mapping configuration for documentation and recording purposes? Is there a tool or app that anyone uses for this? Part of our IT process is documentation, and having a way to explain in a visual mapping of all the sheets, reports, workflows, and dashboard components would be…
