-
If Imported File Contains the Same Value in a Field Multiple Times Automatically Create Children
Okay. This is super hard to explain. Here it goes, I will be importing an excel file to smartsheet through zapier. One header field is called "Reference". I will be importing orders, and how it exports into Excel, each individual product on ONE order will have the same Reference number. For example, 5 rows might say…
-
Automation not working correctly
Hello, I have an automation that is not running correctly. It is not clearing the values requested and also not sending Paula Cosentino her notification. Also, if an automation sends an "Update Request" will that line show the little symbol for Update Request?
-
Change a form submission + approval needed
Hi all, I'm working on a build request is asking: use form to submit new project - DONE be able to revisit the prior form submission to change certain key fields the key change needs to be approved before data change is made on the sheet Can someone provide some ideas for step #2 ? some posts mentioned about Dynamic…
-
Multiple approval with Multiple Condition in Workflow
Dear Team, Is it possible to set Multiple Approval with Multiple conditions. I have below scenario I have created Approval workflow with 8 level of Approval and it's working fine and smoothly. Later I have added Conditional of Department in the 1st Level of approval that, if Department = B and Section = X then it's…
-
Ability to modify a re-occurring send list when sending a report from Smartsheet
Currently there is no way to edit an send list (email addresses) when sending out a re-occurring of a report. I am having to set up a new re-occurring send list when someone new needs to have a copy of the report. Also, we have users that are no longer w/ the company and they still remain on the send list.
-
Data Shuttle connection to Sharepoint disconnects randomally
I have a recurring Data Shuttle process and randomly it'll stop running. Upon inspection, I'll see the connection between Sharepoint and Data Shuttle has been disconnected and I'm forced to authenticate again. Has anyone experienced this or know if there's any documentation about this?
-
Embed Smartsheet fields into Automation emails
It would be great if we could embed Smartsheet fields into the body of an automation email. For example, I have several emails going to different departments and if the auto email could be set-up like below, it would save time, clicks, confusion, etc.: <<Smartsheet field1>> has submitted a new request. The request…
-
Record a Date automation not running
I have a summary sheet that has a date (column type is set to date). I have an automation which should run every night at 9:00 p.m. to update the date to the current date (so the sheet will update automatically). However, the automation never runs. Any ideas?
-
Automation - Record a Date
I have a question regarding how to use the automation to set up the following: when the Notes column is changed, it will record the date. However, it keeps saying I don't have the Date column and actually I have a Start Date column in my Sheet, so I don't know what's wrong with this. Would you please advise me on how to…
-
Automation to change cell which has drop-down values does not work
Hi all, I'm using the automation function to synchronize 2 columns (see below). Essentially I have a column on a sheet which I called "Project Status" which is referenced out to another sheet. If this sheet is populated with a status, it should trigger a change in a drop-down column next to it called "Current Status". I've…
