Workflows in Smartsheet
Discussion List
- I am clearly missing something… Overall simple workflow New row in Smartsheet is added —> create a record in ServiceNow. I can get it all to work just as I want it if I define the row. However, I don'…
- My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in t…
- In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is…
- As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow wou…
How to Automate workflow to create a summary report to diff between two excel sheets on weekly basis
Using SmartSheet, I want to be able to import excel sheet from sharepoint on weekly bases lets say "week 09" excel sheet name is [TC Roadmap 25ww09 VTS] Then I need to add to end additional +5 columns…- This discussion has been merged.
- Hi, I am trying to bring all records from a table in ServiceNow into my Smartsheet. All field names align and I am able to get the record from ServiceNow but unable to send that data into an existing …
- Hi all, I have a new (and recurring) issue with certain workflows suddenly becoming invalid. For the most part they are not complicated (see example - simple date record when a status changes), and be…
- I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, …
- As of right now, there is no way for conditional formatting to show on emails that are generated through workflow. I suggest implementing a method to allow this, for example, I have conditional format…