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How can I copy a row from sheet with cell links to antoher sheet? Reccuring workflow not working
Hi all, I am trying to COPY rows automatically when a project owner name is changed from the original sheet to a destination sheet. The original sheet has cross links to another sheet and hence, I tried to use recurring workflows. Neverthless, not able to find the desitination sheet in the search box. I have tried to write…
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Date format in automated emails
Hi there, I've set up an automation on a sheet and noticed that the dates in the automated emails are in the incorrect format, despite me setting my regional preference in the settings. I have the dates set up in my settings for Brazilian format (i.e. DD/MM/YY) and this is how it shows in the Smartsheet itself. However, I…
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Automation from dropdown list
Hi all, I’m building workflow automation for tour requests. When a requestor selects items from a dropdown list, the responsible people should be notified. Attached is a picture of my automation. Only the first item (Metal) triggers notifications, but not the second or third (Tissue & Anatomical). Any suggestions on how to…
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Smartsheet Automation received and submitted by user, but not appearing in sheet
Hi there, I'm hoping you can help with an issue I'm having with a sheet. I created an expenses sheet. Once the expense is submitted, via form, to the sheet, I can check a box, click save, and it sends an automation request to a budget manager to approve or decline the expense. This is in the form of a check box. The user…
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Copy Rows with Hierarchy
Hi, I have a sheet with hierarchy once one is marked delivered the row with the hierarchy under it moves to a purchased sheet. Once it is in the purchased sheet I would like it to copy rows that are blank with the hierarchy back to the main sheet. The automation is working if I force it to run but it is not working…
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Connect WordPress form to Smartsheet for Record Keeping
Is there a way I can populate a Smartsheet with entries from a WordPress form? We use the Gravity Forms Addon
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Form autofill
We use a Smartsheet and form to manage requests for free tickets to our shows for internal staff. They fill in their name, email, position in the company, show they want to see, first and second choice dates, and number of tickets requested. When the application is approved, they are notified, and the information is sent…
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Why does my 'Copy rows' automated workflow ignore conditions?
Hi All, I'm starting out with Smartsheets and trying to set up a basic workflow to copy rows into another sheet based on whether a checkmark field is checked. Please see below my current setup. Having both tested or run the workflow, however, all the rows are being copied, not only the ones meeting the 'checked' condition.…
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Merged: Time Column Type.
This discussion has been merged.
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
