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Automated Workflows for Appointment Reminders
I am currently working on a Solution for a Pilot program that three of our Pharmacy Sites are participating in. This Solution will contain 4 forms and 3 Scheduling Calendars, One of the "asks" was to be able to send an appointment reminder to the individual scheduled. I have set up an Alert as the Appointment reminder and…
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Automate an "Active" field
Hi, I have a sheet wherby i have statuses, start and end dates, and also an Active field I would like the "active" field to populate whenever a status is either In Progress Review Sign Off And when the date is either Today, or in the past. I'd like the field to also clear, if none of the above is met. I have set up the…
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Merged: Increase Character Limit
This discussion has been merged.
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Know any knowledgeable resources interested in becoming a Smartsheet Innovation Specialist...
Alight Solutions is seeking a Smartsheet Innovation Specialist As part of our Professional Services - Global Project Operations team supporting deployment of HR and Finance Systems to large and medium size organizations, the Smartsheet Developer’s primary responsibility is to develop solutions using core and premium…
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Why when I try to create a new automation in Control Center do I get this message?
Oops! There might be an issue here. You may contact support if immediate help needed.
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Copy row automation is not copying all data (assigned people in contact list row)
We have a 'copy rows to another sheet' automation that is working correctly except for one column, the "assigned to"/contacts column has stopped copying the data. It was working well until last week. No changes to the automation took place. I removed and re-added the automation and confirmed no automations in the…
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Project Progress/Reporting
I am creating an simple method to help us determine project progress to report back to our customers. The idea is to group tasks into phases and then classify each project as being in a specific phase depending on which tasks have been complete. Once all tasks in a phase have been completed, the sheet will report back that…
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Invalid Workflow Error
Hi all, I just received an email saying a workflow has become invalid because it contains automated actions that are only available to Business or Enterprise plans, but we're currently on a Business plan, so I'm not sure why this message triggered in the first place. Thankfully I was able to reactivate the workflow and run…
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Workflow not sending email
When I try to run this automation, if a person signs up for an event and their row ID is equal to or more than 41, they should have received an email. I tried forcing this and no emails have been received.
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What do I need to change to make the "change cell value" work?
I have rebuilt this multiple times, I thought this one would work since I used a Path but the middle column is not populating in the sheet. The other two do populate. I have also tried to order them differently starting with "change cell value" but then the other two don't work. My only other option is to separate them…
