We have attachments sent every morning to a client however do not want to send if there is no new information.
I have an automated workflow that requests a form if certain fields are blank. It's triggered when a new row is added or changed. More specifically, the automated flow is activated when a required field is added or changed. This works fine. However, the automated flow doesn't issue a follow up form request when some of the…
Hello everyone. Hoping for assistance. We have multiple projects that each have a workplan and action log. In order to keep life simple, I have created a consolidated report that pulls tasks across all the projects (from the workplans and action logs) for each team member as many team members are attached to multiple…
I have experienced several different, random, automations stop working for no reason for random individuals. Triggers etc do not change and yet they just stop firing for some users and not for others. Is there any kind of bug we should troubleshoot within our systems or do we need to 'reset' the automation somehow to get…
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
For reasons I won't get into here, we are required to disable the 'Upload Attachments' option. This severely limits our ability to generate documents in day-to-day use. It would be great if the Generate Document automation had an option to email a contact in a cell, rather than only the 'Document will be attached to row'…
Hello! Our research center has programmed an automated basic questionnaire to go out to members of an organization on an annual basis. Only a small percentage of the members fill out the survey each year, and we recently learned that many members claim they never get the emails. After revisiting a test email that I sent…
Hi. I had an automation set up to "Request an Update" that would send an email if someone filled out a form. The email would come from "Info via Smartsheets". Today, I adjusted the automation and changed the setting from "Request an Update" to "Alert Someone". When I did that, the emails started coming from the login…
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We have a Smartsheet Project Plan sheet connected to Resource Management through Control Center. We utilize the Placeholders (created in Account Settings in Resource Management) to assign tasks in the Project Plan when we don't yet know the individual who will be assigned to the task. Currently we have automations…
