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Workflows getting disabled automatically
Hi Smartsheet and @Genevieve P. , We have been using cell change automation flow in our sheet, there are 4 columns namely Pre-Rbm/bm approval, pre - sales head approval, pre- marketing head approval, pre finance treasury approval, these columns are suited as trigger in my workflow, the columns that i mentioned above can…
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Form Entries are Negative
Weekly I have about 15 sites completing the form linked below. The issue, I have roughly two random users each week entering a negative one into the form. One user who is pretty savvy indicated the form is defaulting to a negative one. https://app.smartsheet.com/b/form/ebc99e53148a4a479060b3d695321030 I have NOT setup any…
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Merged: Copy cell data to another sheet with automation
This discussion has been merged.
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Copy Rows to another worksheet automation not working
hello, I'm trying to create a workflow that copy rows into another worksheet using automation however, I do not see my selected destination worksheet I have admin roles in both worksheets and i'm not sure why i couldn't see my reference worksheet in the search box as my destination file. can someone help how to fix?
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ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY
We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process: Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the…
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Automation - Manage Workflows - Copy Rows to New sheet?
i see a feature in smartsheet to ' Copy a row to another sheet when specified criteria are met'. Is there any option to 'Copy a Rows to New Sheet when specified criteria are met' ?
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Sending Update Request to A Multi Contact Field
Hello, I have a update request automation that should go out to a contact filed, that is set for Multi contacts. The emails are not going out. IS this a limitation to smartsheet that does not allow these to go out when you are using multiple contacts. can I only use a single contact field for this? Or should this be…
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Searching keywords from a list of words?
Hi, I have two sheets, say Sheet 1 and Sheet 2. Sheet 2 contains a list of words in one column (i.e. "Keyword"). Sheet 1 contains a column with status updates (i.e. "Comments"). I would like to set up a formula that searches if Sheet 1's "Comments" column has any matching keywords from the list of words hosted in Sheet 2's…
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Nesting IF, AND, and OR
Hello there! I am working on a project that will allow us to do a very quick visual check when a date is inside a work window. The problem occurs when a work window has two date ranges, this example being 07/16 to 07/30, and then another work window between 11/15 and 02/01. Not all work windows have two work windows, but…
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Automation - Manage Workflows - Copy Rows to New sheet
i see a feature in smartsheet to ' Copy a row to another sheet when specified criteria are met'. but here is no option to 'Copy a Rows to New Sheet when specified criteria are met'. i need this option as we are converting our database from Access to Smartsheet.
