-
Workflows updates
Hello, I wanted to know if there is functionality for the following: I have two sheets, #1 Master and #2 Calendar. I have set up an automatic workflow: when a tick box on sheet #1 Master is ticked, a row is copied to sheet #2 Calendar. I then realised that if I needed to update anything on #1 (after the row was copied…
-
Brand new interactive HLS Solution Catalog!
Hello all! I'm one of the solution engineers, and a provider myself (physical therapist), who helped develop this new HLS Solution Catalog. It interactive so you can drill into the solutions a bit (click on the images) to see a few of the use cases we commonly see. It's ever growing so continue to check back! What use…
-
Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
-
How do I customize a request ID based on specific form selections?
iaI know how to create a request ID on the column grid but I wonder if I am able to customize based off of specific selections on form submissions. For example, Jane Doe selected content management (CM) in her form submission so the request ID would reflect that (Request ID: CM_0001), where John Smith selected quality…
-
Triggering User when multiple automations are set up
Not sure if this is a question or a bug report - I have a sheet that is set up with an intake form. Users have to be logged on the system in order to submit a form. I had an automation set up to notify a set of contact when new submissions were added, with "Send from Triggering User" option enabled. All was working fine.…
-
Automation help or formula for connecting rows
AW Placement request form below takes in all of the school placement requests via a form. Once the column AW REQUEST STATUS is 'approved by leader' it is automatically moved to Students/Instructors - AWI The ANCHOR ID transfers over from AW placement request sheet to students\instructors - AWI - when approved by leader…
-
How to remove one tag from a multi-select column without removing the other tags in that column
Automation gone wrong! I set up an automation to help me with tagging our marketing content. But when I ran it, it added the tag "Client Stories" to every cell in the Content Programs multi-select column. I would like to remove the "Client Stories" tag from the entire column without removing the other tags since it's a…
-
Delete Rows using an Automation
Please create automation to delete Rows. Using the move rows automation, we are able to move records to an archive sheet. The problem then becomes we have to manually delete records from the archive sheet.
-
Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
-
Create child rows automatically based on Parent
I have played with automation and don't think this is possible but hopefully this group can prove me wrong. I need several reoccurring child tasks added after Parent task is generated. Is it possible to do this with automation or formula. See Example Below: Submit form and send to creative/content for initial (Parent) ·…