- Use workflows to streamline your approval process
Suppose you work in a marketing department, 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…
- 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…
- 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…
- Denial Reasons and workflow
嗨。如何寻找的想法provide reason codes when a form submittal goes through the approval workflow but then is declined and providing a denial reason as part of that denial so the submitter can see that in the email response. Thank you
- Is it possible to export/download the automated workflows on a sheet?
I have about 30 automated workflows on a sheet and I'd like to download/export those so I can review them as well as have a copy should something ever need to be changed. Is this possible? If not, can it be submitted as an enhancement request?
- Pull latest date of a task from a Task Sheet to a Latest Contacted Sheet
Hi community! I'm trying to find a way to have two sheets linked together. 1st Sheet: "Task Dump" where I can input the day-to-day tasks & notes after chatting with customers. Columns: Customer Name | Date | Type of Task | Action Items | Addtl. Notes 2nd Sheet: Pulls in the latest contacted date, type of task, action…
- How to set as a default in Contact column the person that added a new row?
Hello, In the Sheet I am using, I have a contact column named Requester which is the person who has added the request. The requests are added directly into the Sheet. I would like to automatically set the value of the Requester to the person who added the new row. There is the action "Assign people" in workflow, but I…
- 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…
- 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,
- Copying Column Into Blank Sheet
I'm looking for a way to copy a single column into a blank sheet. When I started the project, I assumed cell link would be perfect, but that doesn't work with the destination sheet being blank. The project I'm working on uses a form that's filled out 24 hours a day. The information from the source sheet is copied into the…
