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Why is my Smartsheet Automation forms not sending out emails?
Hi there Hoping someone can help me with my Automation forms I am trying to send out to my team for a weekly report I need them to fill out. This is what i have set up below and for some reason whatever I try the notification or emails just aren't sending out to my team and im not sure how to make this work. Please advise.…
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I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done by them manually forwarding it on as an email attachment. For example: user John Smith fills out his info, including his…
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Why is my workflow not updating my Smartsheet columns after initial run?
I have set up a workflow from an excel file to my smartsheet. I have it set that whenever a new sheet is added it should update my data, but that is not happening. Ex. One of the columns is for prices. If the new source attachment has new prices and i add to the workflow, the price does not change in the Target sheet when…
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Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
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Inactivity Alert
I want to do this… but not sure since Alerts are not a thing anymore - or am i missing it? Smartsheet Inactivity Alert Setup Step-by-Step Process Open your Smartsheet, add modified system column Add a new column called "Inactivity Check Date" In the first cell of "Inactivity Check Date", enter this formula:…
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Administration of SmartSheet
As my company's SmartSheet administrator, is there a way for me to see a total number of automations/workflows that exist within my entire SmartSheet account? What about total number of attachments that live within my entire SmartSheet account? Lastly, how many alerts/reminders/notifications I have set up within my entire…
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Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
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How can I use index match + either another index match or an IF statement to pull Data from multiple
How can I use index match + either another index match or an IF statement to pull Data from multiple sheets? In my case I have 3 sheets: Sheet 1 - Current Project List - consists information that track active projects. (each Project has a unique project code) Sheet 2- Closed Project List - consists of previous years…
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Automated Workflow - Mutiple sheets to one sheet
I have an automated workflow set up on multiple sheets to move rows to one sheet when an action is triggered. I've noticed it only works on one sheet. Does that automation only work on one sheet or is there a way to have multiple sheets move rows to one sheet? Thanks!
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Select specific person/email as the name for automated alerts
This idea was created from comments split from: From email name for Smartsheet automations: select a generic value versus owner. While the current functionality of automated workflows enables the creator of the workflow to select if the email should come from a generic label (such as either Smartsheet Automations or their…
