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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…
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Merged: Flowchart for Automation
This discussion has been merged.
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Workflow to copy a row from one sheet and paste special, links to copied cells
Looking for a method to use automation or a workflow to copy a row from one sheet and paste special, links to copied cells to a row in another sheet. Any suggestions appreciated.
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Anyone having issues with Automation running?
Hi Everyone- I have a sheet with a bunch of automation, but I noticed that 1 specific rule is not running. The rule is not deactivated and the rule will work correctly when I manually run the rule which is even weirder. Has this happened to anyone before?
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Using an Automation to Duplicate a Row in the Same Sheet
I have read several posts that suggests that this is not currently an option. I have a sheet which contains a list of evaluations. Sometimes we have to complete a second, or even third evaluation of the same person. Each row represents a person and their evaluation. If we have to do a second evaluation then much of the…
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CopyRow Automation Requirements
Hello All, I cannot seem to find if this is a factor online, so will ask the community. Does having the same column name for the Primary Column in both the Source and Destination sheet prevent this workflow from triggering? I am admin on both sheets and the workflow is not triggered. I removed all of the conditions and it…
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Is there a way to send a report every 2 weeks to each contact with a list that shows only their task
Is there a way to have a report go out every 2 weeks to each contact with a list that shows only their tasks? Here is how my sheet looks (attached). I know there is a way to send automation when something is coming up or is late, but I want a list of all tasks regardless of the status that are only assigned to the person…
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Has anyone had issues with copying rows to other sheets?
I've tried manually copying rows through the row menu from different sheets this morning and they're not appearing on the destination sheets. I also have sheets with an automation rule to copy rows and that is not working either. The automation rule says that it ran but rows are not copied to the destination sheet. I…
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Automation Help - Alert e-mail with attachments
Hello! I have set up an automation for a sheet so that when a contract is executed. When there is a request for a new contract, an employee completed a form that includes attachments. The completed form adds to the sheet, and another employee begins work on the contract. The employee adds the date to the sheet that the…
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Using duration column for automation workflows
Hope you are well! I'm using this function: https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send However, instead of generic numbers, I want to use the duration column for the condition like below: I tested it and it's not working. Is there another syntax I need to use to…