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Smartsheet + ServiceNow SPM Integration: Simplify Project Management
ServiceNow SPM is a powerful tool, but for casual users, its steep learning curve can be a challenge. That’s where Work4Flow’s Smartsheet + ServiceNow SPM Integration comes in. This integration eliminates inefficiencies, automates workflows, and transforms project management into a seamless, productive process. Key…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Create your own Automation templates
Hello, It would be so helpful if I could create a automation template that I could use across all my sheets. Right now i have to re-create the automation for each of my sheets. I wish i could just copy my automation from my other sheet or create a saved personal template. Thank you, Peter Taylor
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Merged: Automations included in templates
This discussion has been merged.
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Copy automations across sheets
It seems incredibly bizarre that automations cannot be copied across sheets - this is a huge pain at the enterprise level where permissions are sectioned by sheet ((i.e. Markets) but automations are needed for the global team. Creating every automation is a massive issue.
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Merged: Cascade automations based on folder
This discussion has been merged.
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Automation Trigger Scheduling for Short Term Processes
The situation: I have a simple checklist for my team. I want to set an automation to send a reminder to the assigned team member weekly after a listed due date if they haven't checked off a task by that due date. Currently, if I want the reminder to send at a time relative to the due date, I have to set the trigger to Run…
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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.
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Match Multi Values to a Table?
Hello, I am trying to figure out how to VLOOKUP or MATCH or something else to return values from a table. In the example below, in the highlighted row, I would want it to return the three highlighted 'Assigned To' values in the table below. Is this possible? Or is there a better solution that I am not thinking of?
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Workflow Subscription
Hello, I have someone who unsubscribed from the automation workflow notification and now needs to be added back. How can this be done? Thanks!
