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Merged: Remove all Workflows options
This discussion has been merged.
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Merged: Automation Workflow - Action/Condition - Drag and Drop / Copy and Paste
This discussion has been merged.
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Tracking Missing Submissions
Hi! Thank you for considering this problem, I am very new to Smartsheet. I have a form that I have 10 regions complete monthly. There is a due date for each month. I would like to generate a report of those of the 10 regions that did not submit a report monthly. How would I go about doing this? Thank you again!
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CopyRow Automation Not Triggering
Hello Everybody, My team and I use the CopyRow Automation for project intake. Instead of using a form that feeds into a sheet, we manage two separate sheets: One for each of my team members (source sheet) One for the service team that performs the work (destination sheet) The CopyRow workflow is triggered when a field…
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Sheet full Warning and Workflow Additions
We had an issue today that seems could have been avoided. All our project sheets have a cell for each row that can be checked by the user to remove the row if they do not want to use it. These rows are moved to our "Dump Sheet" via an automation workflow. sometime in the last couple of days, the Dump Sheet apparently…
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Office Clinic Patient Registration Booking
I am looking to set up a booking system for a downtime project to be able to use in our offices (clinics). I would like to be able to see the rooms for that location and the availability for each time slot. Ultimately if a patient checks in they would then be assigned to a room during registration. 2. Is there any…
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Is there a way to create automation workflows from Proofs?
We're exploring ways of using PROOF as a way to get approval on requests. The Proof screen only allows the reviewer to select Approve or Require Changes. If we have the reviewer click on Require Changes and enter "Denied" into the comments, can we create an automation that would update the status column to "Denied"? We're…
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Save as Folder option does not change form path and history table path. Need to change manually
Dear Team, Save as new Folder option does not change form path and history table (copying records from workflow) path to new folder location (folder created using save as option), We need to change manually. (Kindly refer below scenario) Example: I have created workflow to copy current record to new sheet whenever change…
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Why is workflow triggered on out of date data?
I have a Workflow running despite condition not being met. This is a NEW behavior in a workflow that has been running unmodified for at least 9 months. (Maybe even years) I have seen this occur several times in the last few weeks. Trigger: run every Tuesday and Friday at 3:00 AM Condition: "Status" column is one of:…
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Why is my renamed sheet not being recognized in the automation sheet lookup?
I am trying to create an automation to move rows from a user entry sheet to a locked down sheet — I renamed the sheets with numbers to put them in order & to see the visual process flow. When I create the automation for the rows to move, the new sheet name is not being recognized & only the old name appears. When I test…