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Trigger (Automate) an update request to go to a Slack Message
Our team uses Slack, and it would be great if we could trigger an update request that goes to one of our Slack channels. A link or button that is sent in a slack message to the channel that allows a user to fire the update request (similar to the email version) but without the "email" part would be PHENOMENAL.
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How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
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Automation: To use multiple condition paths to automate multiple Columns
1. I have created an automation workflow with multiple condition paths. 2. Each condition path is to identify the certain key words in the respective contact a columns mentioned in it. 3. As an action replace the contact containing the key words by 'Action: assign a Contact'
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Why doesn't automation work when I use "Send from organization" option?
I have set up a workflow to Alert Someone when triggered. When I change the sender option to "Send from organization" I see my organization name. However, when I test it, I no longer receive a message (workflow doesn't run). If I change it back to "Send from Smartsheet automation" and test it again, it works just fine. The…
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Single source of truth from two sheets of shared data
I've been tasked with creating a workflow or function that lets Company 1 add rows (sales leads) containing simple client / salesperson data, and status of the lead. Company 2 would then access a sheet with this same client data, but only be required to change some drop-downs / text related to status. I started with two…
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Automated emails not sending attachments
I am having trouble with Smartsheets not sending not sending attachments. I have it currently set up where I have to approve it before the email gets sent out. Once I approve it I have a separate automation send an email to group 1 or group 2 based on which option they pick in the form. At first I was having trouble with…
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Unable to input external data to SmartSheet through API
Hi community members, I'm working on a project to fetch our students' quiz score data from Blackboard, an education platform, and send it to Smartsheet using the API. I've successfully retrieved the data from Blackboard and prepared it for transfer to Smartsheet, ensuring the data is correct and the column IDs match those…
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Move Rows Automation Suddenly Failing - Multiple Sheets
Hi. I manage 3 very similar smartsheet tools for 3 different office's training request intake and approval systems. Once requests are approved, an automation has successfully been moving them to each site's Request Archive Sheet. This has worked as expected since March. For some reason today this feature has suddenly and…
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Collect a date when row is taken off hold
Hello, I'm looking for a method through automations to collect a date when the status changes from On Hold to anything else. I tried the screenshot below but I'm not getting the intended result. I have another automation collecting a date when the row gets put on hold as well. Any suggestions are appreacited!
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Cannot find sheet for copy automation
I have three sheets that I am trying to get to copy to each other for bidding. I have made this automation for multiple other projects in the past. When I go to find the sheet that I am trying to copy to, it is saying no results found. I am an admin on all sheets that I am trying to use. I have copied and pasted the entire…