Use the Clear cell value action to delete the contents of the chosen field when a workflow is triggered....
With the Assign people action in automated workflows, you can add an email address or contact to a contact column in a sheet with specific triggers....
Use Record a date action to set the current date into the chosen field when a workflow is triggered....
Save time and maintain consistency with automated workflows for processes like automated approvals with multiple stakeholders....
With row-level reminders, you can alert yourself or others about specific tasks in your sheet....
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....
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....
You can make it easy for people to understand alerts and requests by including customized messages and placeholders....
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....
Use the table below as a reference for what you can do with automated workflows depending on your permissions level and license....
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....
With automated workflows, you can automate a significant amount of work and processes with a series of connected actions, such as approvals, that are ...
Automated workflows let you do the following:
Use a series of connected actions (e.g., automated approvals) to help you streamline processes
Set...
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...
Approval requests let you automatically ask someone to approve or deny an item on your sheet....