Workflow to create an automatic update request

Hi everyone,

I have a sheet with all the projects from my site supervisors. I'm sending them a weekly update request to find out the hours worked, incidents, etc to be filled on a form. I created a workflow but it did not work properly. Not sure what I'm doing wrong. Any help would be appreciated.

P.S. See attached picture for more info

P.P.S. I did worked the first time but I had not deleted the manual requests that were there. So I think the manual request where what worked.

PrtScr capture.jpg

Find more posts tagged with

Construction

Update Requests

Comments

Andrée Starå

Hi,

First, make sure that you have allowed yourself to receive notifications properly in your Personal Settings (circle/profile in the upper right corner) and secondly check the Permission.setting for the Automations. (cog in the upper right corner in the Automation overview)

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrea Scully

I ran into this as well and Andrée is correct. Changing the permissions from the default Restricted to Limited (see screenshot below) corrected the issue.

Smartsheet's recommended best practice is to be careful with the Unrestricted setting if your sheet contains any kind of sensitive data.

Smartsheet Workflow Permissions.JPG

Andrée Starå

This is where you change it in the Personal Settings.

Pesonal Settings.png

Sign in to join the conversation!

Quick Links

Trending discussions

Viewers and Permissions after new pricing model
I have provisional users who, under the legacy model, were unlicensed users with editing permissions for workspaces. I’ve now changed their role to "viewers" and assigned editing permissions to specific workspaces, aiming to maintain the same editing experience as before. However, they cannot edit fields within tasks or…
Delete inactive smartsheet account
I'm trying to figure out how to delete an inactive Smartsheet account so I can use that email address for another account. The account I'm trying to delete was a free account with no system admin, so there's no one to contact. The AI bot with the Help Center told me my only option was to use the Smartsheet Community. Any…
Phone number validation won't allow all zeros
Hi- We have been using a SmartSheet Form for a while, and users have been able to enter 000-000-0000 if they don't know a person's phone number. However, over the past few days, it appears that the phone number validation field will not allow all zeros any more. Is there a way that I can change this? We would like the…