I am attempted to update my workflow automation "Run workflow" from "When triggered" to "Hourly", but I am getting the pop-up window below when Saving. Anyone familiar with it? Any workarounds? Thank you!
I have a Smartsheet designed to track the status of work in a business process. At the last step, I want to generate a workflow that will send a survey created in a second smartsheet to each participate. Is there are guide or information on how to set this up?
On this smartsheet sheet I know I have a Workflow that sends notification whenever a Row Changes. Now I want to delete it however I can't find the Workflow itself. If I select Automation --> Manage Workflows... --> I can't find that specific workflow. Anyone can help? Below screenshots
Hi there helpful people! I am using smartsheet to track jobs in order to then export a monthly report. I have approx 2000 postal/zip codes attributed to client sites within a particular State - and what I'm hoping to do is set up an automation (either within a workflow or a formula) where if a particular postal/zip code is…
I am creating an inventory form that populates data into a sheet on "Top of Sheet". I want to create a summary sheet that reflects how much of an item we need vs what we have entered on the count (via the form). My issue is, whenever a form gets filled out, it also shifts the cell I am trying to reference down. I want it…
I am looking for a way to send multiple update requests in a single email. Here is the scenario. Once a product is inspected, I want to check a Smartsheet checkbox saying that it passed inspection. Then I want Smartsheet to automatically send out an update request to our shipping department telling them to go ahead and…
I am trying to set up a recurring date to be entered into the sheet using automatic workflow (photos enclosed) I want to be able to type in "blah blah blah" into the event name column and have it repeat every month on the the third sunday. What am I doing wrong?
I'm trying to trigger a notification based on Creation Date (auto-date) + 30 days. I hope I'm just being thick since I would think this to be a fairly common type of workflow. Unfortunately system date columns cannot be used to trigger a workflow, unless I'm missing something. At this point I think I need to create a…
Hi all, I have a workflow request. I am trying to get a checkbox to reset to unchecked based on a series of conditions in another sheet. The below screenshot is the first sheet in the workflow. In this example, the checkbox in the column “Needs Review” needs to be unchecked based on these conditions: 1. A Review Date (in…
