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Merged: Bulk Action on Workflows
This discussion has been merged.
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Is it possible to automate a work flow that sorts rows by date when a sheet changes?
I have a sheet that I pull reports from into a dashboard. it would be great if the most recent rows sat at the top of the sheet. Currently I have to manually sort the date column.
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Merged: Message Includes: All Non-Blank Fields
This discussion has been merged.
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Generate document-Multi lines of Text issue
I am attempting to generate a document with one area using multi lines of text I put into a cell through using ALT+ENTER. However when I generate the document for these fields they do not generate vertically as mutli lines and keep scrolling as run on text. I have it set in these form fields in Adobe as Multi-Line and…
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Automate Attachment Delivery
I need to automate the delivery of an attachment (using the document generator feature) to a contact list once a row is marked done. The contact I need to send to is not a Smartsheet registered user. Is there a way to send the attachment without using the sheet link?
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Automation - While copying/Moving Source Sheet to Target Sheet, how to update columns in Target shee
I have following questions related to workflow automation Is it possible, based on certain conditions in Sheet-A copy Sheet-A to Sheet-B and manipulate another column in Sheet-B (This Column is not in Sheet-A) through a function? Based on certain conditions in Sheet-A, will it be possible to delete a row in Sheet-B?
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Document Generator Quit Working
My document generator on 2 of my sheets just stopped inputting the data into the PDF forms. It will name the file correctly using one of the data fields but won't put the data in the file anymore. I remade my form and the automation like 10 times! The file is small, sticker size 2.25 x 1 and has a barcode font on it. This…
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Notifications when added
Hi, I have this automation: The weird thing is, the Subject of the email we get is: Changes to SHEETNAME: + PRIMARY COLUMN entry. But, it's not a change, but a new entry. I know I can create a custom message, but it just seems weird to me that the standard message is like this. Is it incorrect? Do I have a setting…
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Automation email view
Hello all, I have created this automation which works like: When documents are attached (I am using Document Builder to generate couple of documents) > send a message along with the attachments to the contact emails in the column Sponsor Department Contact Email. And now here is how the automated message looks in an email…
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Update Request Automation not sending to free users despite "Unrestricted" Automation permissions?
I have an automated "Update Request" workflow set up on a sheet to send to contacts in a cell, and I'm getting a an error message saying that this email is not being notified, and that I need to change the Automation permissions to a less restrictive setting. The email address is for under our work domain, so that…