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Approval workflow
Hello! I need to create an approval workflow with these conditions. Please also find below the problems I'm encountering: When a row is added, changed, or deleted. (Problem #1: I don't manage to set this up for rows that have been deleted.) When any action above is performed only by specific email addresses. (Problem #2:…
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Invalid Workflow - All recipients have unsubscribed...
For the second time I've received an invalid workflow email and it indicates that I have unsubscribed from the workflow. The first time, I thought I might have accidentally clicked the unsubcribe link at the bottom of the email notification, but it happening for a second time on the same workflow (when it hasn't happened…
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Cannot share a workspace
Hi all, I'm currently trying to share a workspace and I get the following error message: "This workspace can't be shared at this time". The same error message appears to anyone who is trying to share it with new users. Is there a reason for that? Could you please help me to solve the problem? Best!
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When a date is reached
Hi all, i am trying to use the Automation feature to send a weekly reminder email to 'specific people' using the 'When a date is reached' trigger. However the test reminder i have setup for myself i can't seem to get this running. Is this because there is no specific cell value within the smartsheet that is prompting the…
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Creating a master metric sheet
I have been hunting through the threads for a few days, and have not been able to find a clear resource explaining how to set up a metric sheet and then combine into a master metric sheet. I had created a "metric sheet" with my metrics as columns (approx 50 of them), it appears from what little I can find I should have…
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Publish a Report in Gantt View for use on Ipad
Hi - our site supervisors out on the road need access to a specific report that is in Gantt view. I cannot seem to publish the Gantt for viewing on any IOS platform - ipad or iphone. I have tried embedding it in a dashboard but that doesn't work either. Can someone please advise what I need to do to get this to work?…
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Want a method to open form upon status change then when form complete, multiple actions/rows created
New here. I am looking for direction on work flow. I have rusty skills in Access database development. This has some new tools and wider mobile/web capability but I have not determined the flexibility as compared to Access query, merge, copy, append, forms bringing multiple sheets together, etc. So looking for some…
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How to create a report that sorts by individual and indicates their tasks.
Good Afternoon I'm looking for a way to build a report that sorts by individual and indicates their tasks. I thought Smartsheet had a workflow report that could do that. Like Automation? If so, can someone please walk me through the process. Thanks in advance. Sebastien G
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Request tracker template: Close requests
Hello, I'm using a Smartsheet template for tracking request, with sheets + forms, metrics, report & dashboard displaying open requests. However I can't seem to find where/how to close requests so that once they're no longer displayed on the dashboard. Thank you in advance for your help! Cheers, Akim
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Automation notifications/requests to external/3rd party inquiry
I haven't ventured to using automation with external users/3rd party. Do these individuals need to be shared with the sheet in order to receive notifications/requests of any type? I know internally, individuals do not have to be. Also, I am assuming they don't need a Smartsheet account, either...?
