Smartsheet Certification Practice Exam

What automated action can Joy set up to ensure reps fill out the "Reason Won/Lost" column when the status is "Closed Lost"?

1. Set up an automated approval request any time "Reason Won/Lost" column is left blank

2. Create a conditional formatting rule that sends a request when a task is marked as "Closed Lost"

3. Automate the workflow via a formula

4. Set up a workflow that sends an automated update request when status changes to "Closed Lost" and the "Reason Won/Lost" column is blank

The correct answer is: Set up a workflow that sends an automated update request when status changes to "Closed Lost" and the "Reason Won/Lost" column is blank

Setting up a workflow that sends an automated update request when the status changes to "Closed Lost" and the "Reason Won/Lost" column is blank is an effective solution because it directly targets the condition that needs addressing. This automated action allows for immediate follow-up with the rep responsible for updating the information, ensuring that they are prompted to fill in the necessary details right when the status change occurs, which is crucial for maintaining data integrity and facilitating accurate reporting. By automating the update request specifically under these circumstances, it streamlines the communication process and encourages timely completion of the "Reason Won/Lost" entry. In contrast, setting up an automated approval request any time the "Reason Won/Lost" column is left blank would delay the issue until someone needs to approve the request, which isn't as direct or efficient. Creating a conditional formatting rule that sends a request when a task is marked as "Closed Lost" might visually highlight the issue but does not actively engage the user to address it directly. Automating the workflow via a formula could potentially manipulate data but wouldn’t serve the purpose of prompting users for action in the same clear and direct manner. Therefore, the chosen option provides the most targeted and practical approach to ensuring that the important information is captured in