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Merged: Copy/replicate Workflows
This discussion has been merged.
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Alerts to MS Teams: Was working for years, now asking to add organization
Hi all, I have several automations/workflows set to send alerts to MS Teams. The channels are public and the alert settings are unrestricted. They worked just fine for several years. Suddenly, this week I received emails that the workflows couldn't run. When I checked them, the organization was no longer selected. I tried…
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Can you have a live connector from one smartsheet to another smartsheet?
Is there a way to have live data from one smartsheet to another smartsheet? let's say that one row from the "child" smartsheet is being updated and the "master" smartsheet gets updated based on the values from the "child" or vice versa
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How can I obtain the URL for a form that is attached to a sheet ?
I need to obtain the FORM URL that is associated with a sheet that is copied via API so that I can populate the URL in a cell. I was reading over the API documentation and cannot seem to find where this is possible. I know this has been asked sporadically and apologies for the duplicate asks, but this seems like such a key…
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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…