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Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
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Automated Workflow Trigger
Is there a way to set an automated workflow trigger based on one specific task rather than any time ANY task changes? I'd like to have the completion of one task (when checked as Complete) trigger a start date being added to a new task. Then I can set a trigger for an email to be sent to that Assigned Person that the Start…
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Simple Workflow Not Triggering
Hi, I have a very simple workflow set up using "TODAY()" date as a formula. Basically it's a tracker with due dates, and if a particular task is not "Complete" by the due date, the status will change to "Overdue". Let me emphasis that there are no external links on this sheet and the formulas work fine. The workflow is as…
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Merged: Copy cell value(s) to another one if value/specific value is input in a specific cell
This discussion has been merged.
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Limitations with the custom message sent to the same user - Maximum repetitions allowed is only 6nos
The screenshots here shows the two scenarios that a recipient receives when a workflow is triggered from the Smartsheets Scenarios-1: The body message is not shown to the recipient if their name repeats more than 6 times/row items in the Smartsheet Grid. Scenario-2: The body message is shown to the recipient if their name…
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Dont trigger workflow on specific dates
Hello Community, im building a tool in which we input data from the last day every day. So i have a form in which workers are filling information about the yesterday shift. On Friday they are filling in it for thursday and on monday they are filling in the information of last friday. (And so on) The information is then…
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Ability to exclude a single column from an Automation Trigger
We have an automation that triggers when any field is added or changed and sends updates. However, we have a field that calculates the aging of each line item. We would like to exclude this single field from the trigger. Currently, our only option is to select all of the columns you DO want to be included, but not ones to…
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Why won't my automation to record dates work?
I am trying to record a date for each of our statuses listed below. Approval Pending, Approved, Denied, In progress, Completed, and Removed Most of these statuses are updated by a formula when dependencies are met on my sheet. The formula for the statuses is working correctly, but for whatever reason the In progress,…
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Automation Trigger for 'no attachment found'
I have a form that is supposed to have an attachment when submitted. Users are filling it out without an attachment. I would like to trigger an email when a form is submitted without an attachment. Right now, the only option i can find for an attachment under trigger, is when there IS an attachment included. I also tried…
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Established Automations Suddenly Failing
Thank you for taking time to read my question! We have been using Smartsheet for over a year. We have several automations (triggers) that are well-established and that have not been edited. These automations trigger rows to be copied to other sheets, which are a very important part of our workflow. Lately, and often, the…
