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Print or Export Automated Workflows
Would love a feature allowing an automated workflow and its details to be printed or exported to PDF . Currently I'm taking screenshots and piecing them together for printing to markup, make notes, share with others and it's quite inefficient. Original discussion post @tadas34896 but couldn't find if he had posted in…
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Notifications with no details
I've started getting notifications that just say "Please check your email for details." The notification workflow automations in the projects have not changed. Also, I don't have email notifications turned on, so I can't actually see any information about what the notifications are. Any ideas how to fix this?
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Workflow to copy a row to another sheet: No sheets to select from
I am the admin on sheet A and sheet B (archive) and many other sheets. I am trying to set up a workflow from sheet A so that when a box is checked in the Done column, the row is copied over to another sheet (the archive/sheet B). The problem I'm having is that I cannot see ANY sheets in the select a destination sheet…
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Approval sent to only one of 8 choices
Hi - I work in higher ed and I am trying to create an application that when a field is changed to one of 8 choices, that only the choice selected gets contacted for approval. For example, the school chair A is what is selected in the field of drop-down menu choices. How do I set up the automation, that only Chair a is…
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Merger and Acquisition Templates
I would like to see templates related to Mergers and/or Acquisitions. This is part of my companies daily business and we have built all of our templates and flows from scratch. Having templates would give us ideas to improve upon and save other organizations the time of creating them from scratch.
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Is there a way to set up automations based on what "was" in a cell?
As the title states, I'm trying to set up a couple specific automations. I feel like this used to work, but I am running into roadblocks. Is there a way to set up automations that accounts for what "was" in a cell? This option does not seem to be available in conditions. Two examples: How would you set up an automation to…
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Increase Automation Workflow Limit
To increase the number of automations (currently 5) that can be run at one given time/sheet would be awesome. I've been receiving errors from the automations created that are erroring because it reaches the limit of only 5 automations running at one time. Looking forward to hearing back on this idea/request.
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Form Approver sees field name, not label
I have a form filled out and approved by two parties not associated with smartsheets. Testing the application, i noticed that the approver doesn't get to see the same form as the person who filled it out. They see a different form. The main difference is the field names. The approver sees the name from the smartsheet…
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Automagician Badge - how to earn it?
I had tried to submit my input on why I'd like to earn this badge but the site stalled and I can't find the place to do so, again. So here's my input: In our initial sheet I created back in December 2010, we have 55 workflows active that saves me-and other coworkers-a vast amount of time each day. The automated…
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Create copy of Smartsheet data, scheduled and automated to be used as trendlines
I have created a PowerBI dashboard using smartsheets as the data source. Live updates are working perfectly, and updating data is running smoothly. I have been asked to show a trend line, and progress with these metrics. How can I build a table (or Smartsheet) using snapshot data in an automated workflow using smartsheet?
