-
Merged: Copy/replicate Workflows
This discussion has been merged.
-
Alerts to MS Teams: Was working for years, now asking to add organization
Hi all, I have several automations/workflows set to send alerts to MS Teams. The channels are public and the alert settings are unrestricted. They worked just fine for several years. Suddenly, this week I received emails that the workflows couldn't run. When I checked them, the organization was no longer selected. I tried…
-
Action To Create a New Sheet When a Condition Is Met
Is it possible to have a new sheet created through automation when a new row is added to a sheet? For instance, when a customer name is added to our customer sheet, I would like a new sheet to be created, using the customer name as the sheet name. There are several action options, but none that create a sheet (that I can…
-
Need Help with Auto-Generating Project IDs in CopyRow Automation
Hello Everyone, I'm looking for some advice on automating Project ID generation in our CopyRow Automation process. My department uses this tool for project intake when sending work between teams. However, we need to include a unique Project ID that transfers to the destination sheets. Currently, our project managers spend…
-
Print or Export Automated Workflows
Would love a feature allowing an automated workflow and its details to be printed or exported to PDF . Currently I'm taking screenshots and piecing them together for printing to markup, make notes, share with others and it's quite inefficient. Original discussion post @tadas34896 but couldn't find if he had posted in…
-
Smartsheet API - Is it possible to create a copy of a sheet and maintain the row and column IDs?
Is it possible to use the Smartsheet API to create a new sheet from a copy of an existing sheet, but maintain the row and column IDs? Ideally the output would be 2 sheets with unique IDs, but the row and columns within each would have identical IDs
-
Copy Row Automation function not working
I created an automation from one smart sheet that is triggered by a specific column changing from unchecked to checked. Once checked, the automation is supposed to copy that row into another smartsheet. This has not been happening and I have seen from the audit log that there have been changes in the checkboxes column for…
-
Is there document intelligence/AI ability in Smartsheet?
Hello. I am looking for a tool that can take attachments add to a Smartsheet row and automatically read them and paste some of the specific elements into different cells in Smartsheet. Does something like this exist currently in Smartsheet? The only AI I saw was a gen. intelligence bot. If not, does anyone know how to…
-
Logging and tracking cross-sheet functionalities
Hello! My organization uses cross-sheet functionalities (formulas, workflows and API) pretty intensively. So much that when we are working through ideas to embed new processes, it can be a bit cumbersome to understand what is already at play. Essentially, we do not have any type of log or systems map to reference where or…
-
Formulas to set up KPI's for shipments requests
Hi, I need some help with forumals which is not my strength, thanks in advance. What I need is to set up KPI’s measure for my shipments. There are 3 parties involved that need to complete their own step. Once each step is completed by each party (regulatory, WHS and Logistics). it will record a date highlighted in the…
