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Is there a possibility of generating PDF of the completed FORMS?
Hi Everyone, I have been working on Smartsheet from few weeks and I believe it makes project management very easy. Have been understanding the optimum use of Smartsheet and implying that in our organisation. So I have a question regarding FORMS. I have created sheets that are connected through automation and use the same…
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How to enhance the automation
Currently, when Tagging Scope, Asset owner get filled, then automation email triggered. However, I want to enhance the automation to add one more condition only when the information under one IFP Work Order(First Column) all get filled, then send email to specific person. Under current setting is, for example, first…
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Request an Approval automation
Hey, Is it possible to approve the request directly from the email without going through the "open the request" button in the browser? Thank you
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Automation using formula field for conditional logic does not run
Hello, I have a few complex workflows where the approvals can go up to 4 people. Each approval level is set up as a separate automation and it triggers when the previous approval field becomes "Approved". the level of each case can be from 0 to 4 and that is determined based on a financial impact. I have an IF statement in…
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Nested IF statement for multiple date range
Hello! I am currently attempting to write an all encompassing formula to read through different work windows. We are only able to work in certain areas of the city depending on the "work window". Depending on the work window, these dates have differing start and end dates. I can get one window to work properly, but the…
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On a button click, is it possible to add new rows under each parent row?
Once the rows are created under the Parent row, Is it possible to add row data using the intake form?
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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…
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Merged: Flowchart for Automation
This discussion has been merged.
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Workflow to copy a row from one sheet and paste special, links to copied cells
Looking for a method to use automation or a workflow to copy a row from one sheet and paste special, links to copied cells to a row in another sheet. Any suggestions appreciated.
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Anyone having issues with Automation running?
Hi Everyone- I have a sheet with a bunch of automation, but I noticed that 1 specific rule is not running. The rule is not deactivated and the rule will work correctly when I manually run the rule which is even weirder. Has this happened to anyone before?