-
Workflow - list historical values on cell(s) based on criteria
Automation option that will list the cell history in a similar format that is available with the cell view history.
-
Workflow- trigger and output inconsistencies
I've built out the following workflow to notify our PMs of any newly inserted row AND change cell value on two columns in added row. The workflow is not sending notifications during my testing, but has been populating the formulas as intended when I add rows to the sheet. When I manually run the workflow and notify myself,…
-
Simple lock row automation doesn't work 100% of time
I have an automation to lock a row once a check box is manually checked off in a report. However, it only works about 80% of the time. I have another automation to unlock the row when unchecked as well however, about 20% of the rows that are checked are never locked. I'm thinking a workaround could be a move row when check…
-
Automate applying contact to cell after using form to submit data
I am using a form to gather request information from users outside of Smartsheet. I cannot ask all of the target form users to create a Smartsheet account, which makes what I would like to do probably more difficult. Is there a way to have the cell that I am currently having users put their name into when they submit the…
-
smartsheet for Inventory Management
We have set up a basic inventory management sheet within smartsheet to better track our inventory. So far it's pretty basic, but hoping to expand. One issue I haven't found a solution for is automating the counts when we add or remove inventory from stock. I have a "Quantity on Hand" (QOH) column that we are currently…
-
Automations after a status change
Hi, One of the things I'm using Smartsheets for is a "stocklist" of vehicles within our business. On this stocklist, we have the opportunity for sales execs to put vehicles on hold and depending on certain criteria, this can be for 24 hours, 48 hours, or 72 hours. This is actioned on request by managers, and we have a…
-
Preserve original formatting in automated alerts
Dear Smartsheet team, I found that the automatically generated table by Smartsheet and incorporated to email (generated as a part of Alert someone automation workflow) for some reason lost the formatting of cell, f.i. if on the original Smartsheet webpage the cell is colored in green and text is bold in email I see regular…
-
Dashboard Automation
Is it possible to set up a dashboard automation so the link to the dashboard is sent out daily?
-
Lost of cell formatting (color, font type) in Alerts someone email
Dear users, I found that the automatically generated table by Smartsheet and incorporated to email (generated as a part of Alert someone automation workflow) for some reason lost the formatting of cell, f.i. if on the original Smartsheet webpage the cell is colored in green and text is bold in email I see regular font and…
-
Automation still running after 100% complete
Hi All, I can't seem to figure out why I'm still getting automated reminders when lines are 100% complete. Can someone look at my rules and provide assistance?