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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,
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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…