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Smartsheet Automation received and submitted by user, but not appearing in sheet
Hi there, I'm hoping you can help with an issue I'm having with a sheet. I created an expenses sheet. Once the expense is submitted, via form, to the sheet, I can check a box, click save, and it sends an automation request to a budget manager to approve or decline the expense. This is in the form of a check box. The user…
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Copy Rows with Hierarchy
Hi, I have a sheet with hierarchy once one is marked delivered the row with the hierarchy under it moves to a purchased sheet. Once it is in the purchased sheet I would like it to copy rows that are blank with the hierarchy back to the main sheet. The automation is working if I force it to run but it is not working…
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Connect WordPress form to Smartsheet for Record Keeping
Is there a way I can populate a Smartsheet with entries from a WordPress form? We use the Gravity Forms Addon
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Form autofill
We use a Smartsheet and form to manage requests for free tickets to our shows for internal staff. They fill in their name, email, position in the company, show they want to see, first and second choice dates, and number of tickets requested. When the application is approved, they are notified, and the information is sent…
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row level update request does not work for one specific user
Dear Community, Today I faced a very interesting (for me at least) situation: My automation workflow sent an update request to a user and when this user tried to open it, received a messaged at the browser that his user was not recognized. What was holding my attention as well was that the opened link showed as well at the…
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Message Includes: All Non-Blank Fields
Would like the option to make a message include "all non-blank fields" as we have large intake forms and sheets with 150+ columns, and our only options for automations is All Fields which is so large we have to send as an update request, or Select specific fields to cover all possible scenarios which still can be 80+…
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Why does my 'Copy rows' automated workflow ignore conditions?
Hi All, I'm starting out with Smartsheets and trying to set up a basic workflow to copy rows into another sheet based on whether a checkmark field is checked. Please see below my current setup. Having both tested or run the workflow, however, all the rows are being copied, not only the ones meeting the 'checked' condition.…
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Is there a way to automate sorting rows by date?
We have several sheets that require users to update the Next Review Date a year out. Then we have to manually sort so that the tasks are in ascending order. Is there a way to automate this currently? Or some sort of work around that I can use?
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Merged: Time Column Type.
This discussion has been merged.
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
