Use Record a date action to set the current date into the chosen field when a workflow is triggered....
View workflows, including sorting them by name, last edited date, or creation date....
With automated workflows, you can automate a significant amount of work and processes with a series of connected actions, such as approvals, that are ...
With automated workflows, you can save time and maintain consistency in your work processes using a series of connected actions, such as automated app...
You can control whether or not you receive notifications for your changes by adjusting your personal settings....
You can schedule a recurring workflow to ensure that your workflow runs for the rows that meet your conditions on a regular basis....
With row-level reminders, you can alert yourself or others about specific tasks in your sheet....
In the Run workflow dropdown of the trigger block in your automated workflow, you can adjust whether a change-based workflow should run immediately, o...
If you want to request approval from stakeholders and set up actions sent in sequence rather than all at once, you can set up multiple Approval Reques...
Have actions trigger an automatic ask for someone to update a portion of a sheet with the latest information....
In the action block of your automation workflow, you can control which fields are displayed to the recipient to ensure that they only receive informat...
Between the trigger block and action blocks in your automation workflows, you can define conditions to filter which rows will be included in the resul...
With an action block, you can choose what type of automation you want your workflow to perform when triggered....
In the trigger block of an automated workflow, you can trigger actions before, after, or on a specific date by specifying a date field (from a date co...
When creating automation workflows, you can define the criteria that will trigger your workflow....
Licensed Smartsheet users
Business, Enterprise, and Premier accounts
Use the table below as a reference for what you can do with automated workflows...
Building an automated workflow is similar to building a flowchart....
Make each alert or request more readily identifiable in the subject line of the notification with message placeholders....
As your work processes develop, there may come a time when you need to tweak, copy, disable, or completely delete an automated workflow....
With Notification Center, you can stay informed and take action on important tasks and updates as you work in Smartsheet....
As you and your colleagues work with Smartsheet, you’ll likely receive notifications about Smartsheet-related activity via email....
Smartsheet notifications help you stay informed and take action on important updates and tasks no matter where you are: receive email notifications vi...
As you work with the the Move rows action, there are certain behaviors and best practices you'll want to be aware of....
You can control who can receive alerts or requests based on a person's relationship to your organization and whether or not they have access to the sh...
An approval request is a way to ask someone to approve or deny an item on your sheet automatically....