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Tracking form back to workflow
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.
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What is the Cloud storage size of Business Plan.
Dear Sir/Madam, Kindly let us know what is storage size of Business plan? Since we are going to implement Workflow process in our department. Before going to rollout we want to know storage size. Awaiting your response. Thanks and best regards.
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Auto create multiple sheets for one project
Hi there folks. I'm fairly new, so this may be a fairly basic question. I'm using Smartsheet for project management, I'm in the planning and intake team. When we intake a new request and it's approved, I need to then create a project from that request record. When I create this new project do I need to manually create a…
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Is it possible to develop a task list from multiple source sheets through automation?
We are creating new courses and content for our LMS and we want to use a project sheet to track all the tasks associated with developing the course and its respective content from beginning to end. We have a handful of different "Learning Object" types that each have their own repeated tasks or activities to develop and…
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Copy or Clone a workflow
Is it possible to copy a workflow into a new sheet. I have to manually re-create 12 workflows over and over through out the year. Is there a way to copy instead?
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Data Shuttle - trigger workflows with new row in sheet
Evening all. Problem that I have is that I need a dynamic dropdown working between two sheets (i.e. values in column X in sheet 1 should be dropdown options in column Y in sheet 2). I've figured out how to do a workaround using Data Shuttle (offload workflow from sheet 1 to a Smartsheet attachment CSV, update dropdown in…
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Collaboration in Smartsheet (Saving)
Hello, I am just wondering what is the best way to work in collaboration on smartsheet. Currently when multiple users are working in the same sheet and one clicks save the other users data is lost! How do I prevent this from happening. What is the best way to guide the teams on how to work with each other effectively.…
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Automation
I am working on developing a form and sheet for a patient safety survey. Each individual question has 6 possible response options with a corresponding numerical value eg "Strongly Disagree" will = 1. Is there a way to develop an automation that will change every "Strongly Disagree" response IN THE SHEET to a value of 1? Or…
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Remove a dropdown option , if it is already selected
Surprised, this does not exist yet in smartsheet. I am creating a sheet , All I want to do is once a timeslot has been selected by a customer, the timeslot should no longer appear in the dropdown or hide it or make it un selectable. I am happy to explore the automation workflow option too, but there is no way to configure…
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Referencing Values While Using Workflows and other grievances
There is some serious disconnect between Workflows and Formulas/Functions. I use Smartsheet mostly for task management on a small software development team. When we submit a code change it must go through multiple steps in this case: Development, Testing, Code Merge, and a few other tasks. I want to create a form that…
