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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,
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Can I create automated survey feedback to a user in Smartsheet
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…
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Automated Workflow - Alert Notifications
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…
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A workflow has become invalid
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…
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Workflow automation to alert people upon cell change from 'unchecked' to 'checked'
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.
