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Alteryx to Smartsheet
Is anyone currently dumping data from alteryx into smartsheets? I would really like to be able to do it. Currently I am outputing to G.S. and then pulling the data into smartsheets via Data Shuttle. It works, but I'd love to cut out the middle man.
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Linking data by Primary Column
We track data for customer accounts in a couple of different categories. This inevitably means that some customers (not all) appear in both data sets. We spend some time ensuring that the data entered is consistent across both, but this is a manual check. It'd be good to be able to 'link' data between sheets conditional on…
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Why can't I use hourly, daily or weekly on this automation?
I'm trying to make a daily notification for the automation below. But it won't allow me. Can someone provide ideas of what I'm doing wrong?
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Automation - Moving rows and changing cells
I am creating a sheet (Hire Sheet) that will list our field employees along with their hire info. On this sheet, I have a column named Term Date. Once a term date has been entered, I'd like the row to be moved to another sheet (Term Sheet). I have that sheet created to have the same column names as the Hire Sheet and also…
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Last Modified by User
How do I track the last modified date by a user per Row? I could use the built in one but the automation tool is overwriting the last modified date.
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Control Center - Automation (Auto Provisioning)
First question in the SS community :) I set up an automation config in SCC but haven't seen anything actually get provisioned yet. The automation config is enabled in SCC. The intake sheet does have rows that are marked as "ready to provision" via a check box. I've deleted and re-created the automation config with no luck.…
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Automated workflow not working for all users
I have set up an automated workflow to alert individual team members of their assigned tasks. There seems to be a problem with some users not receiving the notification when I set up the assigned task. These users do receive emails when a comment is directed to them. This problem seems to be independent if you have a…
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Automated Workflows to retrigger after decline
Hi Team, The Requestor/ initiator is not someone who would have access to the SS tracker. The person would simply update the required fields and submit the form for next step of approvals. I have build the form for 4 approvals levels and it works fine when each level just hit APPROVE and not decline. However, if one hits…
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How do I set up an automation to send emails triggered by date/time instead of a Smartsheet change?
I've been able to successfully set up an automation workflow to send notification emails triggered by a change in rows on the Smartsheet, but is there a way to make the trigger a time of day? I've set up an automation workflow to try and send daily reminder emails at a certain time every day, but it's not working (see…
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How to add time or subtract time from a date when "check" is selected?
Hi! Looking to see if this is possible. I have a packaging release date column that current pulls from another sheet for all items. I have items for Disney that I need to subtract 30 days when I click Disney checkbox column. When I uncheck the checkbox column, I want the date to revert back or add 30 days back. Here is the…