-
Email to Name Automation/function
Hi, Is there a way to change an email, entered into a cell, to the name of the person? I figured that I could created an address sheet and use a cross-sheet, matching/index, formula. However I am hoping that there is a more simple and less time-consuming way. Any information would be helpful, thank you!
-
Workflows not functioning after Smartsheet copy
I created a copy of a Smartsheet that already had Workflows set up. My auto-emails are not sending from this new copy as they were from the original. The settings are the same and each automation is enabled. I even tried deleting and re-adding the recipients but it's still not working. Why could this be happening and how…
-
Automated import of data
Hello community, I have a big table file which stores information about projects coming from various teams and systems.Could anyone tell me what can I use to automatically import an XLS or CSV from a OneDrive folder (once or twice a day) and over-write certain cells in the table? From what I've seen the Automated Workflows…
-
Insert approvers name and date/ time of approval
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
-
Workflow timing is unavailable
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!
-
Generating Workflow from One Worksheet to Activate Form on Second Worksheet
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?
-
How do I find an existing Workflow and remove it?
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
-
Change a cell value If a certain Postal/Zip Code is entered, is it possible?
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…
-
How can I stop my Sheet Summary from changing the location of a cell when form data comes in?
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…