-
PowerAutomate Flow to get email address from last row based on condition
I'm trying to build a PowerAutomate flow based on when a new response is received to a Smartsheet form that if a certain question is answered as Needed an AdobeSign agreement is generated and emailed to the address that is filled out on the form. When I first built this, I did it very basic just to test the connections. It…
-
Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
-
Merged: Mandatory fields in update requests
This discussion has been merged.
-
A unique number based of off criteria
Good morning all. I have a challenge for everyone. I need a unique number based on the previous rows unique number that can then be influenced again by another criteria. The "Number" MUST always increase. The "Identifier" column is the column in question. I have tried multiple was to populate this but I either get a…
-
Data Shuttle Data And Automation
Hello, I’m running into an issue where Automations aren’t running in a workspace I created. The workspace is in Table View and uses a Data Shuttle to bring in information from a Google Sheet containing form submission data. The first three columns of the workspace are not linked to any Data Shuttle data, while the…
-
Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
-
Cell value for main or subworkflows.
I am trying to create a formula or workflow that changes a cell value to a value in another cell. I tried with workflow, but I can only assign a text or specific value from a drop down. But I want to assign a value from a specific cell. Formula would help, but this then needs to change depending if the cell is already…
-
Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
-
Task Status Update based on Previous Step Completion
I've been asked to lock the "Status" column and only allow changes to the "% Complete" field by the assigned task owners. This admittedly will limit the use of all the status' as I'm trying to develop a strategy to simply change my approach and limit the functionality options. My Status column should ideally include the…
-
Quoting tool
I am trying to create a quoting tool for our fencing company. I need to add # of products + pricing and have a data field on the quoting form that calculates the total. Example: 50 Ft of fence at $10 = $500. Can i get that to calculate on the form? Trying to create a final quoting page to give customer. how do i do that?