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automation not working
My team works on an Onboarding Tracker where we are adding an automation rule to notify the HR Person working on someone's contract when there is change in start date. The agent name is contact list and start date is a date column but still the automation wont work!
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Not receiving emails when manually pushing an automation from a sheet
I recently manually pushed an automation for specific rows in a sheet, to send the automation to myself. the workflow confirmed it was successfully completed and I received the email in my inbox minutes later. I went back a second time to push the same automation to a different set of rows, to send to myself and I never…
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Deactivate all automation on a sheet
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
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Continuously update a single cell from a regularly updating form?
Hi, I'm new to Smartsheet and was asked by a colleague if this was possible. We're tracking maintenance needs for on-site business assets that will be managed by a large group of employees. I have a sheet with each asset and their subsequent maintenance needs, plus fields for date of most recent update for each. I want to…
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Intermittent failure of selected Smartsheet automations
Hello, I am experiencing an issue with automations in Smartsheet. Some workflows continue to run normally, but others stop working intermittently even though they were previously functioning as expected. The issue does not appear to affect all automations, only certain ones. An important detail is that when the affected…
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Change Terminal Automation Actions to Non-Terminal
I suggest changing terminal actions such as the "Record a date" and "Change cell value" actions to non-terminal actions. There are many times when I would like to record a date or change a cell value before the next action in the automation occurs. Having separate automations for these actions and ensure the proper order…
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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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Automated Alerts when rows change - why are the changes not highlighted?
Today I set up an automated alert when rows are added or changed, but when I get the notification email the specific changes are no longer highlighted as they were before (as recently as last week). Has something changed? Has anyone else experienced this problem?
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Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…
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Delete Rows using an Automation
Please create automation to delete Rows. Using the move rows automation, we are able to move records to an archive sheet. The problem then becomes we have to manually delete records from the archive sheet.