I have a scenario where I use the Alert Someone Workflow action, but have it configured to include message only. This is because the users that I'm alerting do not have view or edit access to the sheet. They simply enter requests via a form and receive a receipt of their submission and a notification when the request has…
Hello, I have created a few automated work flows that are to go out monthly. The automation went out just fine last month, but now after updating the information to be the next month, it says it was triggered, but does not show up in the Update Request log. I set up a whole new workflow as a test and neither of the…
Hi everyone, I have been pursuing the forum but I can't seem to find the answer. For some background, my company had a team that set up our Workspace and sheets. One of my coworkers was also the admin but recently left for another job. I have been tasked with taking over admin/owner duties now. I understand the basics and…
I have a portfolio rollup that is exclusively made up of cell links from all of the metadata sheets from the various projects we are tracking. In an attempt to remove the complexity of managing the project I wanted to automatically archive metadata lines from the rollup via automation. An example of the process flow is:…
Good afternoon, everyone! I had a quick question about automation for a Smartsheet form. I set up a workflow to be triggered when a date is reached (today- 3/29) and repeating every week on Tuesday starting on 03/29 and ending on 04/13. The alert is set to go to specific people (including myself) at a specific time (9 am…
I'm hoping one of you could help. I'm currently making a daily 2 week routine task list and would like each date in the due date column to automatically update upon the end of the 2 week routine. I have tried a workflow with a trigger to record a date. However, this changes the column into one date. Any suggestions for…
Hi, Is it possible to set up a conditions so if condition 1 is meet then do the action, if condition 1 is not meet then do condition 2 and do the action. Thank you
Hi Everyone, I'm trying to build a way to match candidates to companies. And then send those match notifications to both candidate and company. So I have 2 sheets Sheet 1 = Candidate List Sheet 2 = List of Companies Interested Sheet 3 = Merged Somehow Based on Department Role/Job Category and Location Would have a unique…
I'm trying to shift our company towards using reports more, instead of multiple people interacting with sheets directly (and thus making version control difficult when minor items are changed, particularly on Control Center provisions) -- To this end, I've been given feedback about reports that indicate that they do not…
