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Copy Row Workflow not copying rows
I'm trying to have a sheet copy rows to another sheet when a checkbox column gets its checkbox checked. This checkbox column is getting its value from the adjacent column which contains a formula that looks up from data from another sheet. Once that formula says "COMPLETE", the box gets checked. All of this works. The…
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Is there an automated workflow that populates data in cells based on triggers and conditions?
Hi Smartsheet SMEs! Please share any success you've experienced in creating a workflow to automatically populate cells using select triggers and conditions without using a formula. Thanks in advance for your feedback/suggestions. Edwina -
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Copy Row Workflow
I created a workflow to copy rows from one sheet to another, however, i do not want all the fields from sheet 1 to be copied to sheet 2. is there a way to specify which columns get copied and which do not?
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Activity Log for Automated Workflow
Is there a way to see and track an automated workflow? Users are not receiving the workflow, but we have tested it and show it to be correct. Is there a way to show all activity associated with an automated workflow?
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Double link from cell in other sheet works erratic
HI, I've created a program management tool where we can manage all our different projects. For the moment i'm working on a Charter approval flow, in different stages. Each project manager has his own Workspace, where all his projects are stored. Everyone has at least viewing permission on all projects. All projects are…
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Form Resubmissions
Good evening, I'm posting again in the hopes that someone can help me with an issue. I have a form that is being used to route matter closing requests from the attorney to Accounting to Records. I have a number of forms that were submitted (entries in the SmartSheet) but never went to anyone in Accounting because the email…
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Links to update
Hello! This is my first question so apologies in advance if I don't word this correctly- I'm attempting to figure out if there is a way through automation workflow, to keep the update links from expiring. My team member was sent an update form, filled it out, submitted it, and moments later they realized they forgot to add…
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Transferring Workflow Requests
I have a form that was being used to route matter closing requests from the attorney to Accounting to Records. The user in Accounting that the form was going to left and I thought I changed the email on the workflow before she left but it turns out that I had the email incorrect so all of the forms that were submitted in…
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Monthly Reminder Automation
Is there a way to send a report monthly of changes that have been made to a sheet? The max length in the workflow is Weekly. Does anyone have a work-around for this? Thanks!
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Basic Automation flows not working
I cannot for the life of me figure out why the most basic automation tasks are not working. I have checked my permissions and I should be getting notifications, but my workflow seems to work very sporadically. I want the email to be sent to the PM when the "helper box" column is checked just so I can see what the email…
