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Copying action while building Automation
Smartsheet should have option to copy a specific action and reuse it within the Automation. This will save a lot ot time of building Automation where repeative action needs to be places under different condition. Similar faicility is available in Microsoft Power Automate where user can copy some aciton and reuse the same…
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PowerAutomate Flow to get email address from last row based on condition
I'm trying to build a PowerAutomate flow based on when a new response is received to a Smartsheet form that if a certain question is answered as Needed an AdobeSign agreement is generated and emailed to the address that is filled out on the form. When I first built this, I did it very basic just to test the connections. It…
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Issue with Record Date automation.
Hi everyone, I’m hoping someone can help me with an issue I’ve been running into. When a user submits a form late in the evening — sometimes as early as 8:15 PM — the “Record a Date” automation occasionally logs the following day’s date instead of the actual submission date. Originally, I used =DATEONLY(Created@row ) to…
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Workflow Error: "Recipients: Edit workflow to fix recipients list"
I am trying to create a workflow and for some reason it gives me an error with the email I entered as the recipient for my Alert. It is an email that I know works, it is shared to the sheet, and the access to the sheet is unrestricted. I am perplexed at what the issue is. Anyone else get this and know what the issue is?
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A unique number based of off criteria
Good morning all. I have a challenge for everyone. I need a unique number based on the previous rows unique number that can then be influenced again by another criteria. The "Number" MUST always increase. The "Identifier" column is the column in question. I have tried multiple was to populate this but I either get a…
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Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
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Cell value for main or subworkflows.
I am trying to create a formula or workflow that changes a cell value to a value in another cell. I tried with workflow, but I can only assign a text or specific value from a drop down. But I want to assign a value from a specific cell. Formula would help, but this then needs to change depending if the cell is already…
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Task Status Update based on Previous Step Completion
I've been asked to lock the "Status" column and only allow changes to the "% Complete" field by the assigned task owners. This admittedly will limit the use of all the status' as I'm trying to develop a strategy to simply change my approach and limit the functionality options. My Status column should ideally include the…
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Quoting tool
I am trying to create a quoting tool for our fencing company. I need to add # of products + pricing and have a data field on the quoting form that calculates the total. Example: 50 Ft of fence at $10 = $500. Can i get that to calculate on the form? Trying to create a final quoting page to give customer. how do i do that?
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MS Project vs Smartsheet connectivity
I have a project that is run in MS Project (Desktop) on clients SharePoint, which we also want to have in our Smartsheet account so that we can track the progress and allocated resources, without duplicating efforts on updating both. I have found this can be done via Data Shuttle (which supports desktop version of MS)…