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Data Shuttle Export/Import
Hello, I am trying to use Data Shuttle to copy information from one column and paste it into another column by first exporting the master sheet then run an import of that export and it seems to be clearing all of my data or not uploading new data. The export currently exports all data with no filters. Below is the Import…
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Reference or copy a column in one sheet to another sheet automatically
Hi, I am trying to figure out a way to automatically get specific columns in one sheet, into another sheet I was originally looking at using a workflow to copy the rows over, but I only wanted to copy a subset of the columns which doesn't look to be possible. Then I started looking at cross-sheet references, but the posts…
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Change default SS email address when automation sends information to Track-it!
We are using Track-it! for all helpdesk requests. When a remote user wants to check on inventory, request samples, etc., they are sending an email to a specific email group. Sometimes all the information is provided and other times not. I created an intake form in SS with the fields needed for all requests, including the…
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Check A Box When A Value On Another Sheet Changes
I have a sheet that is pulling data from a second sheet. What I want to happen is when the status changes to RECEIVING COMPLETE on the second sheet, it checks the box in the received into stock column. The problem is that once that status is updated to that value on the second sheet, it's moved onto an archive sheet that…
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Smartsheet Duplicating Generated Attachments with Same File Name
Hi all, in our work processes, we put SS generated documents through approvals and regenerate it as signatures are added. Historically this has just updated versions of the same document which is what we want, however, recently SS has begun attaching them as separate documents altogether even though the file name never…
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Unable to run workflow
I have a workflow that generates a document when another field is checked off, however, I keep getting the following error and have no idea how to troubleshoot and fix the issue. "This workflow was triggered by at least 5 other workflows, which exceeds the maximum allowed. Please modify the workflows that are interacting…
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Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
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[Upcoming] Smartsheet Webinar for Project Managers, Marketers & Client Services
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Specific user not receiving automated emails
I have one user who is not getting the email notifications I have set up to remind him to make updates to a sheet bi-weekly. I have tried removing him, re-adding him, and also re-creating the workflow entirely. What could be causing this and are there other ways to troubleshoot this?