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Merged: Copying specific columns via automation
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…
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Recipient not receiving workflow notifications
My workflow is not notifying all recipients. I can run the workflow, both manually and with the trigger, and receive the email notification as an Admin. He is the Owner but isn't receiving notifications. I checked his email contact; it is correct. He has NOT unsubscribed from the workflow. I'm perplexed. What else should I…
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Specific user not receiving automated emails
I have one user who is not getting the email notifications I have set up to remind him to make updates to a sheet bi-weekly. I have tried removing him, re-adding him, and also re-creating the workflow entirely. What could be causing this and are there other ways to troubleshoot this?
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Merged: Log for sent email notifications
This discussion has been merged.
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Copying specific columns
hello, how would i copy only selected colums to another sheet?
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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
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Automation Recipients Blocked
I'm updating automations for a Sheet I created and when I attempt to add three people to receive the email notification, I get the "one or more recipients are blocked" message. If I have two recipients, it works just fine. All of the recipients have been granted access to the Sheet with Editor - Cannot Share access so, per…
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Workflow is sending out an email notification a day early
I have a simple automation setup to send an email notification every Saturday at 10:00AM EST. However, it is consistently send the notification at 10:00 AM on Fridays. It use to be setup to send out on Fridays, but it was changed several weeks ago. It has to be something simple I'm missing.
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…