New! Clear cell automated action + change cell enhancement

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Comments

  • Ryan C
    Ryan C
    edited 11/29/24

    How do I set another workflow to trigger AFTER the clear cells workflow has triggered?
    I.e. I want to copy a row from the sheet after those cells have been cleared.

  • Hi @Ryan C

    Clear Cell actions are a "final" action so you won't be able to move or copy the row as a second action in the same Workflow.

    What you can do is set up an entirely separate workflow with the Trigger being when a cell changes to BLANK, then do X.

    Let me know if that makes sense and will work for you!

    Cheers,
    Genevieve

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  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭
    edited 12/03/24

    Hello @Ryan C. Are you maintaining an archive of record changes in another Smartsheet? I have to do this for myself as to prepare for potential IT Audits of Smartsheet. Why we use it, the design framework, etc.

    I am happy to discuss with you in detail on our best practices for design framework because of the heavy microscope lens. Right now, we are completing our first IT Audit of another SaaS tool which inspired our current Smartsheet best practice design framework.

    Below is an example for consideration.

    Department Help Desk Ticketing Tool
    1) Utilize adjusted version of the Project Management template.
    2) Standardize a Demand Specification Form and change request documentation.
    3) Created MS Teams channel and embedded Smartsheet assets as tabs.
    4) Python/SQL script to post SharePoint XLSX for Data Shuttle consumption into Data Shuttle connected to Smartsheet source. (e.g., Help Desk Team Contacts, Project Details for smart Assignment logic). I can explain in detail why this pathway which is really for audit trail protection purposes.
    5) Ticket form where drop-down options are automatically dynamic.
    6) Automation sweeps where new or changed records copy to an Archive.
    7) Smartsheet API SDK is limited on what can be scraped and usually use a combination of Activity Log screenshots and scrapes as needed to prove execution or mischievous behavior.

    Data Shuttle
    Is still being developed as it is limiting from source selections.

    Pivot
    Similar to Excel but excludes the Report Filter for data population targeting.
    This forces the Smartsheet source to pretty much be in 1st Order Normal format ingestion.

    Data Mesh
    Is still being developed as it is limiting to a 1:1 ratio instead of a 1:Many. Frankly, we use Python/SQL scripts for the 1:Many data mesh then post to SharePoint as an XLSX for Data Shuttle ingestion.

    Although that is long winded, I just wanted to save you time and inspire you as well.

    Let me know if you ever want to touch base.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

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