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Connect WordPress form to Smartsheet for Record Keeping
Is there a way I can populate a Smartsheet with entries from a WordPress form? We use the Gravity Forms Addon
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What are some best practices for automating workflows in Smartsheet to improve project management ef
I'm looking to streamline my project management process using Smartsheet automation features. I want to know how other users set up workflows to reduce manual tasks and enhance productivity. I'm interested in tips or examples of automation that have helped teams work more efficiently.
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Why does my 'Copy rows' automated workflow ignore conditions?
Hi All, I'm starting out with Smartsheets and trying to set up a basic workflow to copy rows into another sheet based on whether a checkmark field is checked. Please see below my current setup. Having both tested or run the workflow, however, all the rows are being copied, not only the ones meeting the 'checked' condition.…
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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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Some form entries aren't appearing on upstream grids
I have a workflow that copies a row from the main grid (which collects all form entries), to the next grids which collect by specific regions, and then copies to the final grids which are by specific facilities. There is one facility where form entries show up on it's facility grid, but do not appear on the overall or the…
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Can I turn comma separated lists into multiple-choice dropdowns?
The title basically says it all. I have a column that was built in Excel, with multiple items separated by commas (no spaces) to make a string of about 1-5 items. We're moving our processes into Smartsheet, and I want this information to be formatted as a dropdown column with each item chosen as a separate entry.…
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Workaround for triggering generate document workflow when any of the 380 fields I have change
I need a generate document workflow to run anytime one of them changes. I don't want to put in all 380 fields, I don't even know if it will let me add that many. It seem as if the "if any field changes" option is not available on the generate documents workflow, you have to select at least one field.
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Unable to Map the Smartsheet columns in AWS AppFlow
Hi, I am trying to use the AWS AppFlow to read the data from the S3 bucket (Source). Then write date to the Smartsheet (Destination). I have the connectivity setup and it is working as expected. But while I am trying to map the columns in the source CSV present in S3 bucket to the Smartsheet I am facing a issue. I could…
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How to automatically include project names in automated update requests and forms
Hi, I have several projects that follow the same breakdown structure, when Smartsheet sends automated update requests, users are receiving these notifications don't know which specific project the request is referring to. I noticed that the project name is not an automatically included in all update requests for different…
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Can you create multiple workflows if you have too many actions for one?
Hoping this is an easy question. If you have an automation workflow that reaches the limit of blocks (too many actions), can you build a second workflow to pick up where you left off, or will that interfere with the first flow? My example is Condition path 1 - if state=X, request an approval from StateX email contact, if…
