I created a workflow to link my smartsheet to the primary Jira project our team uses. I did filter by assignee name as there are nearly 2000 issues in the project I am using. I know the filter is correct, however the smartsheet is not updating. Does it typically take more than a day for the smartsheet to update after a…
I have a form with an automated work flow. Three of the cells are for names - actually email address. The column properties are set as "Contact List..." The last question on the form is "Request an update". The default selection is "Yes" How I am hoping how this will work is as follows: John Doe enters the three cells with…
I have a scenario where I use the Alert Someone Workflow action, but have it configured to include message only. This is because the users that I'm alerting do not have view or edit access to the sheet. They simply enter requests via a form and receive a receipt of their submission and a notification when the request has…
Is there a way to share Dynamic View and Dashboard access to non-users without requiring them to sign up for smartsheet?
I have a user who assigned someone to a task but when she tries to add him to the Alert Someone-Alert a specific user, his name is not showing in the list. When I try the same, his name is displaying for me. She has other users assigned to tasks in the sheet and was able to add them to the Alerts. She has closed/reopened…
Good afternoon, everyone! I had a quick question about automation for a Smartsheet form. I set up a workflow to be triggered when a date is reached (today- 3/29) and repeating every week on Tuesday starting on 03/29 and ending on 04/13. The alert is set to go to specific people (including myself) at a specific time (9 am…
I'm hoping one of you could help. I'm currently making a daily 2 week routine task list and would like each date in the due date column to automatically update upon the end of the 2 week routine. I have tried a workflow with a trigger to record a date. However, this changes the column into one date. Any suggestions for…
I have set up workflows based on changes in a Dropdown (Multiple selection) cell. Some of them, allow me to set the trigger for when a value changes TO something different. But with others, it just gives me option of triggering the workflow when a value is changed. Why is this different? Some give the option of triggering…
And if I do this will email workflow go to both in the assignee column? Thank you!!
I am receiving an update request form that is coming from an old sheet, but I can't find the workflow that is creating it. Is there a way to track the form back to the sheet/workflow that is creating it? Or is there a way to list all my active workflows somewhere? I think I own the sheet that is running this, but not sure.
