-
Smartsheet Automation received and submitted by user, but not appearing in sheet
Hi there, I'm hoping you can help with an issue I'm having with a sheet. I created an expenses sheet. Once the expense is submitted, via form, to the sheet, I can check a box, click save, and it sends an automation request to a budget manager to approve or decline the expense. This is in the form of a check box. The user…
-
Copy Rows with Hierarchy
Hi, I have a sheet with hierarchy once one is marked delivered the row with the hierarchy under it moves to a purchased sheet. Once it is in the purchased sheet I would like it to copy rows that are blank with the hierarchy back to the main sheet. The automation is working if I force it to run but it is not working…
-
Connect WordPress form to Smartsheet for Record Keeping
Is there a way I can populate a Smartsheet with entries from a WordPress form? We use the Gravity Forms Addon
-
Form autofill
We use a Smartsheet and form to manage requests for free tickets to our shows for internal staff. They fill in their name, email, position in the company, show they want to see, first and second choice dates, and number of tickets requested. When the application is approved, they are notified, and the information is sent…
-
Why does my 'Copy rows' automated workflow ignore conditions?
Hi All, I'm starting out with Smartsheets and trying to set up a basic workflow to copy rows into another sheet based on whether a checkmark field is checked. Please see below my current setup. Having both tested or run the workflow, however, all the rows are being copied, not only the ones meeting the 'checked' condition.…
-
Merged: Time Column Type.
This discussion has been merged.
-
Which implements first: a column actions or "Move" automations?
I have a sheet that collects content from a Form and includes some auto-filled columns and column formulas, but also automations to Move rows depending on the contents of other columns. I'm wondering if Smartsheet will complete the column actions and formulas before completing the Move automation, or if the Move automation…
-
Automate message to a contact on a separate sheet
I have a complex sheet of information about people who finish a certification. This sheet includes their department. On a separate sheet, I"ve created a contact list of their managers including a Contact column and the department. Sometimes units have up to 3 managers for the same department. When the person in the first…
-
Submission checklist to reference production schedule
Good morning, I have 2 Sheets Master Production Schedule - consists of multiple columns, Job #, Job Name, Line 2 Count, Forms Submitted?, and Status Check List Submission - consists of multiple columns, Job #, Job Name, Line 2 Count, Submitted, Outstanding Entries, Missing Form Override(Checkbox), and Status The idea is…
-
how to automatically send email with photo attachment
Hello, I want to automate an email that includes a photo attachment when a job is completed. The photo is proof to the customer that the task has been completed. Is this possible in smartsheet and if so, how do I do that? thank you!