How do I fix this workflow delivery error?
Hello, I have been receiving numerous emails about Workflow Delivery Alerts which say that some of the email addresses inside cells are currently not being notified and if I want them to receive notifications, either A) share the sheet with them or B) change my automation permissions. It only relates to automations where…
Automation for Reports
Good day, My department currently has 2 Smartsheets and 1 report for processing requests from external users. These sheets are not public, and the governing bodies are against making them public due to internal conversations documented on the sheets. We would GREATLY benefit from automation in this process, but the…
Looking for ideas to improve my current daily process re: managing references
Hi all, This is a very open question to see if I can get ideas from the community to improve my daily morning process with Smartsheet. Apologies for the lengthy question- this is outside of my usual very specific help request. I'm responsible for our Company's data; in the property insurance- independent adjusting world.…
I'm not sure why my automation is not working?
The automation is supposed to have an alert going to a contact when a row is changed. It is based off of an equation that turns a cell "Red" when a date over two weeks has passed. This equation works but the automation is supposed to send out an alert when this change occurs. When testing with "Run Now", the message goes…
Can you automate 2 requests for update in same row?
I am trying a workaround to ensure stakeholders are completing all the fields in a request for update automation. We have two party's that need to fill out the same row. I created a form with required fields for the first party. Then I created a workflow so that when a trigger is met from the form, a request for update is…
Automation - Lock and Unlock rows (force TODAY() update)
Hi community I have added in an automation on multiple sheets that should, on the first of the month, lock and then unlock all the rows on the sheet. This is to force all formulas utilising TODAY() to update. On viewing some sheets today I have noticed that many have locked rows. I have manually run the automation and it…
Expiry for Update/Approval Requests - Automation
The ability to have update/approval requests expire and become inaccessible after a certain date. An expiry date will also allow for the automation of reminder of request. There are times when an update/approval is needed to reach a deadline. The sheet user must manually delete the request on the row to avoid changes. If…
How to use automation to copy only certain rows to another sheet?
I have large rows of dataset in a sheet. I am looking for a solution that can copy specific rows to another sheet based on certain criteria. I used the automation template for copying rows, however, on fulfilling the condition specified, the automation all rows in the primary sheet to the secondary sheet. Is there a way I…
Automating Copying/Updating NON-BLANK Cells From One Sheet to Another Using a Unique ID Cell
Hey Everyone! I'm trying to set up a form of automation that's quite a bit more advanced than anything I've done in Smartsheets before and can't seem to find a solution. I'm admittedly pretty new to the advanced functions of Smartsheets. In this scenario, I am using a form to evaluate skills of field engineers. The…
Is there an automation to move an attachment to a new sheet?
I have a sheet that contains attachments tied to client rows. I'm looking for a way to archive the attachments to a new sheet without needing to go into each row and do this manually. Does anyone know if there is an automation that will move attachments? Thank you!