Automation update request failed to work
Hi There
It’s several days the I’m trying to create an automatic workflow without success.
Flow explanation:
I want smart sheet will sent an daily request to person (wrote in contact List…) to fill specifics cells in case it’s Blank.
It’s look very simple but unfortunately it doesn’t work for me.
I’m really thanks for advice here, what need to do to make it work?
Comments
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Hi Sahar,
Can you maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree
Thanks for your answer here, i shared the sheet with you, thanks again.
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Happy to help!
I'll take a look and get back to you!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Can you share it again because I haven't received anything?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree, thanks for stay with me on this case.
I made some progress during last days and i fined an solution for update request automation.
My problem now is how doing auto refresh to TODAY() cell, i must date automatically update in order to trigger the update request in my automation flaw.
Do you have any solution for me, please :-)
Thanks!
Sahar Assis
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BTW, unfortunately the sys not allow me to share someone out of my organization
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Ok. No worries!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Sure thing!
There are two ways.
- A daily update request that would update all sheets when submitted
- Zapier workflow to automate it completely
Which option would you prefer?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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(Same question asked by me also in different conversation)
Hi Andree, how're you? Hopping all great….
1st, thanks for your interesting, finally i solved the zapier problem and i got my automatic refresh that I’m looking for, but I’m still have some small issue:
- I save an template from my sheet and i'm wont Automation Permission will stay "Unrestricted" the default is "Restricted"
- Should i always share the new sheet created from the template, there's an way to keep permanent Share list in template to be implement in each new sheet creating from this template?
Thanks!!!
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Answered in the other thread!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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