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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…
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Is there a way to push a dashboard to people as a pdf?
I created a dashboard that I want to have automatically sent to a group of people as an attached PDF. I can do this with the sheet, but cannot figure out how to do it with the dashboard. I want to set a schedule so this goes out on a specific day of the month.
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Creating a Workflow to move certain data in a row to a New Sheet
Hi There, I am testing Smartsheets on a 30 day trial in order to pitch to my company that this is a tool we need. One thing that would be a big help for us it to cut down on copy and pasting. I see a Workflow for copying an entire row but we don't want all the data to copy to a different sheet. We just want when one row is…
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Workflow is not working
Hi there ; i have a workflow but it is not working even i checked everything , what should i do ? with whom i can colve this ıssue ? could you give me any advice pls
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Cloning Automated Workflows Across Sheets
Is there any way to clone/ copy an automated workflow from one sheet to multiple other sheets without having to recreate it manually in each sheet?
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Attach a pdf to worksheet and automate the forwarding of that form
Well, as the question suggests, I was hoping to attach a pdf to a form and after submittal have that form forwarded to another person via a workflow. Is this possible? Thanks,
