-
Workflow Notifications not working as expected
We have a process where someone should perform some checks every 3 days and use a Smartsheet form to fill out the results. We want to send a notification if those checks have not been done in 3 days. I created a helper column. When the form is submitted the value is true. I created a workflow that if the Date completed of…
-
How to manage rolling content updates
I have a sheet that is accessed by many reporters. Each of the 500+ row is cleared with a checkbox to indicate it can be sent through to a Power BI report. If the box is unchecked, that content is removed from the next report refresh. Can you suggest the best way to set this up so that the report continues to show…
-
Automated Workflows to retrigger after decline
Hi Team, The Requestor/ initiator is not someone who would have access to the SS tracker. The person would simply update the required fields and submit the form for next step of approvals. I have build the form for 4 approvals levels and it works fine when each level just hit APPROVE and not decline. However, if one hits…
-
Conditional copying of rows from one sheet to another
I am building an inspection sheet and form where our operations team will be able to mark pass/fail through a checklist. If something "fails", I want that specific row in the inspection sheet to be copied over to another project tracking sheet. These two sheets will necessitate different fields. Upon the specified…
-
Automation Notifications Using Groups
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
-
Automated Workflows
Hi Team, I have created a 4 tier linear approval workflow wherein the functionality works fine when we go through the Approve option for all levels. However, if the first one declines and the forms opens up at requestor level for update and they submit it….from their the next approver gets 1. multiple requests/ email…
-
If I create an automated workflow on a sheet, can that be automatically copied to multiple sheets?
Or, will I have to manually add that workflow to each sheet? Background - I want to set an automated workflow reminder whenever a date is past due. Easy enough. However, we have 73 individual Project Manager sheets that I need to create the same workflow for. I would prefer not having to open 73 sheets and manually create…
-
Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
-
Workflow not sending emails
I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or suggestions?
-
Data Shuttle is not finding all columns in the source sheet
I am trying to use data shuttle to upload data from an excel file in SharePoint but when I get to the mapping part, the column names are completely different from the source. Almost as if it is not pulling the data from the sheet I specified, but a different one. I am using the second tab of the excel sheet and some of the…
