Automations
Discussion List
- Hi there, I am having trouble with an automation workflow in Smartsheet, and I am not sure why it is happening. I had this same workflow set up on a different sheet (an older version of our database) …
- I'm hoping you can help! TL;DR in the weeds - I'm looking to use a change in the sheet to trigger an automation - but only act outside of the actual trigger TLD;DR big picture - I actually simply want…
- Context: I have a team of people with their own individual smartsheet trackers that each contain identical columns. I want to have the rows on those individual trackers automatically populate/update i…
- Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartshee…
- Hello! I tried the standard duplicate the notification and delete the old one already (which fixed it for a few days) but it has not started sending multiple emails again. This is the message I receiv…
- Hi All, I have automation set up to only move rows where the summary checkbox is checked*. I added summary 2 and 3 to run more tests since this isn't working correctly. No matter what column I choose …
- When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and…
- I'm looking for a formula to automatically pull distinct values from a column in another sheet to use in a reference sheet. Example: Source sheet 1 has a list of [CustomerID] and various other columns…
- I have a budget tracking process I would like some help setting up. See steps below: Employees fill out a budget request form for office events. On this form, they state the name of the event they are…
- I have a workspace that I use for all cross functional teams, internally and externally, for all active projects. Each active project has it's own project specific sheet. If I edit an automation on on…