-
Automation for Request Update not working
Hello, I have created a Workflow Automation for when a Customer submits a Warranty Form into our Company. The Workflow has a condition where if one of the fields on a Form is Blank, then it should send back an Update to fill in the Blank Field. I dont want this to be a required entry on a Form for now. I have snipped the…
-
Approval Workflow + Task Assignment
Hello! I have used automated workflows in the past, but this is my first time trying to use the "Request an Approval" workflow. I was able to get this workflow set up on my sheet, but I was hoping that I could set it up in such a way that I could have my reviewer not only approve/decline the submitted row but also then…
-
Sending Instructions to New Users via Proof Review Invitation
Is there a way I can specify the auto-generated text on a Review Invitation. I'd like to send an instructional PDF to anyone who receives an invitation to review a proof for the first time.
-
Rows Not Appearing
I'm trying to troubleshoot a sheet I have. I have several entries that are not appearing on my sheet, and any new entries made are also not visible. I have a report generated off of the sheet and it reflects all of the entries. The approval, update, and assignment automation is also working just fine. They are given a row…
-
Can a report automatically update (add rows) as the sheet behind the scenes is constantly adding cel
Can a report automatically update and add the rows that the sheet it is being used on? My sheet is constantly being added to and I would like the report to also add the cells when the cells are added in the sheet.
-
Update a cell based on a Workflow
I have an approval workflow set based on a cell value. Is there a way to update that cell value once the approval completed? Cell dropdown example: 1. Under review 2. Sent to team 3. Ready for release 4. Released When the cell changes to sent to team approval triggers and once approved cell changes to ready for release. If…
-
Request A Weekly Update Forces 50 Rows of Update. Only Need to Update First Row
HUGE issue. I have a workflow to request an update every Thursday. When workflow is triggered, instead of having only ONE row update, it asks for 50!!!!! This is bad. I tried to lock these rows but still is launching 50 pages worth of request update. ONLY ONE ROW should ever be requested. Period...
-
Why do my automation rules take 1-3 minutes to update when trigger is "when triggered"
I have been trying to create several automations that simply update a field based on the data in another field. Example is when Status = Complete, update % Complete to 100%. OR When status = Complete update a comment in the comments field. No matter what rule I create, it takes upwards of 3 minutes for the changed cell to…
-
NEED TO ADD LAST COMPLETION DATE IN COMPLETION DATE COLUMN
I have the following columns that are linked to another smartsheet: Citrix Status - Network Status - PC Status - Phone Status - Completion Date When all columns have the "Complete" status, the Completion Date will register the date of last row that changed to "complete" status. NOTE: The Record a date automated workflow…
-
Docusign / Smartsheet | Supported Field Types
Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are a few areas I am running into issues - this being one. I have application forms that have…
