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Simple workflow not working? Moving rows to new sheet on a trigger
Hello! I'm trying to use a simple workflow to move rows to another sheet once the checkbox is clicked. It removes the row from the sheet but doesn't move the row to the other sheet. Here's the workflow I have set up: Seems like it should be really simple but it's not working for some reason? I could be missing a small…
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IF Statement between Ranges
Hello, I am not sure what i am doing wrong in the formula =IF([Current Risk Score]@row < 15, "36 Months", IF([Current Risk Score]@row > 70, "3 Months", IF(AND([Current Risk Score]@row > 16, [Current Risk Score]@row < 29, "12 Months", IF(AND([Current Risk Score]@row > 30, [Current Risk Score]@row < 50, "6 Months"))))))…
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Workflow to Automate Document Generation?
What's the simplest process for using "Document Generation" when a new "Form" is submitted? Does anyone have a workflow that can automate this process without the need for a "Gatekeeper" or someone manually generating the row-level document after the form is submitted? Example - We have a PDF form that requires a signature…
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Syncing cells across sheets.
I have a process where I have multiple users entering data into their own individual sheets. I want copy from those multiple sheets into a single master sheet. I also want to update the master sheet cells any time a cell is updated from the individual sheets. I have been able to get this working, but the linking process is…
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Workflow notification - not providing correct information
When receiving the email notification, it does not show the added information but these set cells. This was not previously an issue, and without a workflow change it began doing this... Any thoughts on how to get it to just show the changed or added rows?
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Copying specific rows when specific dates are reached
I have built out multiple schedules on smartsheet for a couple of different departments. I'd like to copy all the rows of the different sheets for all the employees working that day to a centralized sheet. Then after 24 hours, the sheet gets wiped and it starts over. I'm looking through the workflows and I'm not quite sure…
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How do I set up my sheet to reflect changes made in another sheet?
Hello! I am new to Smartsheet and trying to figure out how (and if it's possible) to set up a workflow or formula to reflect changes made in another sheet. Currently, I have one sheet set up that's linked to an intake form. I am using this sheet as a "master sheet" to track all submissions. Additionally, within this master…
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Online Active Performance Monitor on sheets
I recently ran into a situation where important automated row moves were getting stuck for sometimes hours at a time, instead of moving immediately based on their automations trigger. The structure was: Automated Move Row 2, from the Intermediate Sheet to the Final Landing Sheet, was the one getting stuck. I had…
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Re-submit for approval
I'm trying to work out a workflow that allows someone to re-submit for approval. I'm not sure how to record an update to a previous denial. Sequence Request submitted-> Approval Request to VP VP Declines-> Notification sent to requestor Requestor updates request (existing request in sheet) -> here's where I lose the…
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Hello,
I am currently working on a digital performance evaluation. I have created a smartsheet with employees names, supervisor email, 30 day review date, 60 day review date, and 90 day review date. I have created a smartsheet survey for the employee to complete and a survey(evaluation) for the supervisor to complete. I would…