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Need to identify who responded in the survey
I have two sheets. Sheet A is the master list of the names while Sheet B is the list of the respondents of the survey form both containing the unique identifier code. I need to identify who has and has not yet responded to the Smartsheet form. Questions: Is there a way to automatically mark Sheet A when a person submits…
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Automation Workflows - Alert Someone - Ability to see full distribution list
The Automation Workflow to alert someone when certain actions occur is a wonderful feature. It would be a great enhancement to have the email show everyone who receives the notification. A lot of times, the workflows are setup to alert multiple people, but the email comes through as showing only the recipient. Sometimes…
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Why is this happening all of sudden?
Hi all, I have had an automation set up (and working fine for quite some time) that copies a row to another sheet and then moves that row to a different sheet (Archive) when "send to Archive" is checked. As stated, this workflow has been performing perfectly for several months. Nothing in the source or destination sheets…
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Changing File Directory for downloaded attachments
Hi all, For context, I use a Form to manage incoming service requests and generate PDF Work Order attachments. I would like to change the file directory for downloaded attachments to a shared folder rather than 'Downloads' so my supplier has visibility of the work orders when they are assigned. I can't seem to find an…
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How can automation change a cell value without the appropriate approval workflow trigger being met?
This one is a doozy and I feel like I must be missing something obvious, so bear with me: According to the activity log on my sheet, the status of three rows was updated to "04 Shareholder Review" by Smartsheet Automation this morning (6/8/23): The problem is that all three rows had already been fully approved and sitting…
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Import Smartsheet rows into Miro Kanban board
Hello, is there an automation that will help with importing smartsheet rows into a specific Miro template? I would like to use the Miro kanban board since it actually has swimlanes and want to avoid manually dragging and dropping every single project task.
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Smartsheet Automation to Remove a Single Value from Multi-Select Cell
I have multiple columns that denote tasks; Task 1, Task 2, Task 3, Task 4. Each of these tasks can have a cell value of; Completed, In Progress, and Not Started. I then have a multi-value dropdown column called Team that denotes what teams are necessary to complete a project. I have an automation in place to add the teams…
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Automation Not Triggering
Looking for guidance on why this automation might not be firing. Could it be that I'm using a column formula to populate 0, 1, or 2 in Vendor Helper?
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Workflow Approval Matrix
I am wondering if anyone knows a way of when creating an automated workflow for approval if there is a way (and if there is how) to set a criteria to follow a path. For example, if someone requests to pay £66k it would need to go to Approver Level 1, Approver Level 2 and Approver Level 3 but not any higher. Is there a way…
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Changing a cell value based on multiple criteria
Hi everyone. I have been attempting this formula all day with no luck. Hopefully someone here can help out. I have a sheet with the following columns: Approved, Approval Need, Sr. Dir Comm Sol Sales Ops Approval, MA Dir. Comm Sol Sales Ops Approval, Reg Sr. Dir Comm Sol Sales Ops Approval, VP Approval The Approved Column…
