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.
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…
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
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?
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,
I'm new to using Smartsheet and I'm trying to design a survey with automated feedback to the user. I'm wondering if Smartsheet has the capability to do this. Here is an overview of what I'm trying to do. I have created a survey that will be going to out to certain company branches. The survey has 10 sections with a pass/no…
Happy Friday SMEs! Is there a way to confirm an automated workflow "Alert" actioned properly. For example, when generating an "Update Request", you can validate if/when the request is completed by referencing the toolbar highlighted below --- Is there a similar feature (or mechanism) to track when/if "Alert" workflows are…
Can anyone help me with this? I'm getting an error (below) which I've had in the past and resolved quite easily. This time though I can't find the duplicated name. I do have a system column in both which generates a number but they have different names, is this the problem? Rows can't be added to the destination sheet…
Hi, An automation workflow is created. Specific people are assigned to be alerted upon cell change for specific row from 'unchecked' to 'checked'. Workflow to run when triggered. After trying multiple times, the workflow seems not to be active and working. See image below. Please advice, thank you.
I have a series of workflows set up for a form/sheet I am using. The process goes like this: 1. Someone submits form 2. Triggers approval email to be sent 3. If approved, this triggers an email to the requestor that their request has been approved. 4. This also triggers a different email notification to another email…
