Automations

Discussion List

  • How do I create a automation workflow in a report?
    In Formulas and Functions
    I managed to create a workflow in a report but I am now unable to get to the existing one to edit it OR create a new one. There was a pop up that got me to the automation workflow page to create the first one but I can't get the pop up to …
    Answered - Pending Review
    12 6
    Answered - Pending Review 12 views 6 comments Most recent by Andrée Starå Formulas and Functions
  • 'Request an update' Automation: 'Condition' where column contains a cross-sheet reference.
    In Formulas and Functions
    Will the automation “Request an update” fail if the 'Condition' column contains a cross-sheet formula that pulls data from another sheet? For example, there are two Smartsheets: Sheet ONE contains Project ID, MFG Rep and Customer Price. Th…
    Answered - Pending Review
    12 2
    Answered - Pending Review 12 views 2 comments Most recent by EmilyH Formulas and Functions
  • Vlookup range not updating with form submissions
    In Formulas and Functions
    I have a sheet with a list of employees that references form responses on a different sheet, and via vlookup function pulls in the date a form was submitted (to track who has submitted the form, and who as not yet done so). The problem I'm…
    Answered - Pending Review
    52 5
    Answered - Pending Review 52 views 5 comments Most recent by Andrée Starå Formulas and Functions
  • Automation: Send to contacts in a cell
    In Using Smartsheet
    Hi, I'm having an issue where an automation won't send an email. My personal settings are correct. It will send the email if I input an email address, but it will not dynamically pull that email from the submission. I.e, it's a mutliple fo…
    Answered - Pending Review
    33 4
    Answered - Pending Review 33 views 4 comments Most recent by Andrée Starå Using Smartsheet
  • Workflow not sending emails
    In Formulas and Functions
    I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or …
    Answered - Pending Review
    112 7
    Answered - Pending Review 112 views 7 comments Most recent by Andrée Starå Formulas and Functions
  • Salesforce-like Workflow/Templates
    In Using Smartsheet
    Hi All - I'm pretty well versed in SmartSeehts, but trying to help my company implement a Salesforce-like SmartSheets approach - to save cost. To be clear, I know there is a integration available with Salesforce, but we do not work with th…
    Answered - Pending Review
    22 3
    Answered - Pending Review 22 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Approval Request with Multiple Conditions only Sending First Request
    In Using Smartsheet
    I need an approval request to run to any impacted team leads when a new estimate is uploaded. For example, if a new estimate is uploaded and the departments included are Search, Social and SEO, I need an approval from the lead of each of t…
    Answered - Pending Review
    23 5
    Answered - Pending Review 23 views 5 comments Most recent by Andrée Starå Using Smartsheet
  • Is there a way to send a Notification for a specific Row only?
    In Using Smartsheet
    I have a situation where a single line item is critical, but it has multiple dependency tasks that can impact things without the general user knowing. I'd like to be notified when the dates on a particular task are changed, whether inadver…
    Accepted
    2 3
    Accepted Answer 2 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • COMPARE COLUMNS
    In Formulas and Functions
    Hi have two columns with ID´s and i want to compare them see, if an Id number has a match or a mismatch in the other column. What kind of formula de you recomend to do this? I used Vlookup: =VLOOKUP([NÚMERO DE SINIESTRO]1; {SINIESTROS CF};…
    Answered - Pending Review
    12 6
    Answered - Pending Review 12 views 6 comments Most recent by Sebastian Avila Formulas and Functions
  • Sending report link as automated alert
    In Using Smartsheet
    Hi. I'm sending a link to my report in an automated workflow as an "Alert Someone". The recipient email contains a link to the report and a snapshot of the report, but it is limited to 100 rows. A message appears at the bottom t…
    Accepted
    2 1
    Accepted Answer 2 views 1 comment Most recent by Genevieve P Using Smartsheet