We have a master sheet that contains all of our projects that are submitted and as new projects are approved (indicated by a value in a field), we make a copy of a template folder (Save as New). Is there a way to automate this process in Smartsheets? Ideally as the field goes from submitted to approved I'd like the folder…
I have a form that users will be submitting whenever they remove an item from the Supply Room. The form will capture which item was removed, the quantity removed, and who removed it. I am capturing the "who" by forcing the user to log into Smartsheet when they access the form link. However, there is no way for them to log…
Hello, I would like to see a report where I can see usage of a Smartsheet. Is there such functionality?
Hi, can anyone advise how I get to the output page below (copied from another members question)? I know how to get a list of Update Requests per row but the screen output below doesn't appear to be limited to single row specific entries. Thanks Steve
I set a conditions on the Automation workflows to trigger request an approval form but it will not trigger the request approval form if I update the contact on the sheet. Will appreciate any help.
Hi, I have workflows setup on a sheet in a folder where rows are getting copied over to another sheet in the same folder. If i make a new COPY of this folder, the workflows in the new COPY still point to the old folder sheets. Is there a way where a COPY OF FOLDER retains the workflows but point it to the newly created…
Hello, We are en exsting enterprise customer with 100+ paid licenses. We have a short term need to share a read only smartsheet internally with a large number of users (2500+) that do not have a paid license. Several questions: Are there limits on the number of free users a sheet can be shared with? Are the limits on the…
Hi Guys, I have set up a workflow automation on a pre populated sheet. I am only receiving the alerts to approve on new entries being made via forms all the existing rows are not getting altered for approval. I have ensured that the trigger is set to when row are added or changed Is there any advice to get older row to…
I would like to have an automated reply once someone fills out the form and submits it. How do I do that, I have looked and tried several times. Please let me know if there is a particular way. Thank you .
I am looking for help or link to a more in depth video for best practices and how to best set up and use the workflow and approval request feature. I feel like I am spinning my wheels and experimenting with different ways to do this and I would appreciate any feedback or direction. I have a construction company and want to…
How would one go about getting access to a sheet/form if the person that created it is no longer employed?
Hi there, I am hoping to find a way for our staff who submit information through form to receive an email confirmation without having to get a copy of the information they fill in the form. At the moment the only email option is to have them get a copy of their response to the form, but I don't want them to have a copy of…
How can I customise an update request in a workflow, so that the updater has fields that are required to be updated before submitted the update?
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