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Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
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Alert Workflow removing external link
Hi there, This may be a silly question as im just wrapping my head around smartsheet capabilities, however i have an alert workflow which triggers and the main goal is to provide a link to the correct sales landing page in my external website. As seen in the screenshots below i have created a dynamic link within the sheet…
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Form Automation with Entered Email Address
I am building a form for someone but instead of a contact list, they want users to fill in the email address for the staff in that field. They would also like to have the form notify the person whose email has been entered into the field that there was a request submitted. Can we do this without the Contact List option?…
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Daily Automated Report
I am a dead beginner with SmartSheets and I am self taught thus far so explain to me like I've never seen a computer before :) Our hospital holds daily huddles where each department reports out on questions specific to their unit (current paper form attached). I’ve created a sheet that includes all the questions to be…
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Duplicated Columns
Hi guys, I'm trying to copy rows from 3 sheets to another, whenever I'm copying rows from the third sheet its duplicating one of the columns at the end even when all columns in all the sheets are in the same order. Any suggestion to fix this? Thanks in advance,
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Automated Document Generation and DocuSign mapping is here!
Hi Community, Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders,…
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Personal Workflow Automation Library that sheets can reference as needed
I'd like to be able to build my own library of workflow automation and be able to "apply" selected workflow automation directly from the Project Plan Smartsheet. Also be able to share my library with others in my account that they may include into their own library so they do not have to reinvent the wheel. Advantages: 1)…
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Automated Workflow Trigger
Is there a way to set an automated workflow trigger based on one specific task rather than any time ANY task changes? I'd like to have the completion of one task (when checked as Complete) trigger a start date being added to a new task. Then I can set a trigger for an email to be sent to that Assigned Person that the Start…
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Attachment Link through Automated Notification Expiring After 14 Days
I see that attachment links are set to expire after 30 days or 100x clicked. It looks like this is referring to files sent manually through Smartsheet. I'm having issues with the links expiring after 14 days through AUTOMATED notifications. Is anyone else experiencing this? Is this a setting that can be changed through our…
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Merged: Increase Expiry Limit for Attachment Links Sent from Workflow Automations
This discussion has been merged.
