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Re-submit for approval
I'm trying to work out a workflow that allows someone to re-submit for approval. I'm not sure how to record an update to a previous denial. Sequence Request submitted-> Approval Request to VP VP Declines-> Notification sent to requestor Requestor updates request (existing request in sheet) -> here's where I lose the…
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Hello,
I am currently working on a digital performance evaluation. I have created a smartsheet with employees names, supervisor email, 30 day review date, 60 day review date, and 90 day review date. I have created a smartsheet survey for the employee to complete and a survey(evaluation) for the supervisor to complete. I would…
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Data missing when moving rows to another sheet
Hi, I have multiple sheets has to move data to a master sheet in specific time.. But I find some data in master sheet are missing recently. It seems to happen when the moving data is more than 100 rows at a time. Some cells in rows didn't bring to the master sheet. in my case, the missing cells are from specific column,…
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Automation - Copy Specific Cells to another Sheet
Looking for a way to copy specific cell to another sheet. I know how to do a full Row, but in the other sheet we are not looking for ALL of the columns and only certain columns are needed in the other sheet. Is there any option or creative solution for a flow like this? GOAL: copy the contents of a few cells ex.…
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Formatting Charts
Hi all, I am trying to make a chart that references a report, and I have been successful in capturing the avg, and count values of groups I made inside the report. Where I am having trouble, is that I want to change the labels of the Legend. The legend pulls the name of the column it is referencing, however it is…
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Assign Multiple Users from a Form
Good Morning, I have a form that has a few check boxes. Depending on what checkbox is selected, different people are assigned to a task, but it's for a single entry/row. Is there a way on a form to make the assign column (which is already set to a multi-contact) assign to several users in the single assign field from a…
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automation failures
Both of these extremely basic automations fail to populate the requested fields. A form is used to add rows to the sheet, so I realize the status (1) default could be set on the form, but why doesn't this work? It should only trigger on new rows and should not require the additional criteria of "status is blank" because…
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Automating Document Generation and Print
We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details are printed on a label using a specific printer (using "Document…
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Automation to change a date column from another date column?
We have a project intake sheet and a status sheet. When a project estimated completion date is changed on the status sheet, we want to update the intake sheet to reflect the new date. However, Smartsheet Automation can't change a date field with the "Change cell values" action and the "Record a date" action will only…
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How can I move columns from a row to individual tasks/ rows in a different sheet?
I am trying to conduct a survey at 100+ locations and use the survey results to generate a "custom" action plan for each site based on the responses. Once the action plan/ task list has been created I will need to track the project status of the task completion. The logic for the action plans is easy to address. I'm having…