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Automation Workflow Error
I'm trying to set up an automation and I am getting an error that says: "Rows can't be added to the destination sheet because a column has the same name as a system column on the source sheet" Why am I seeing this error?
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Remove limit of updated requests with placeholders in the text
Hi, currently, when you build workflows for update requests and use placeholders in the text, then you might run into a limit of 6 update requests. This limit comes into play, when the update requests are being sent to the same person at the same time. You can work around this with formulas and helpers… So Smartsheet,…
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Automation Workflow to send an Email after 2 Cells have been changed
Hi Everyone, I am using automation workflow to help send an email with various data after 2 cells have been changed. For context, these cells are in consecutive rows. Is there a way to use a workflow to send an email ONLY after both cells have been revised? Does Smartsheet have indexing capabilities to achieve this?…
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Data Shuttle
I am trying to build our project using the PMO template. We receive a monthly data report that lists all projects and based on a select criterion, those that meet will be accepted as new projects. I want to automatically add those projects to the intake form to create the master template. I've added the data report as a…
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Handling multiple reviews in an approval workflow
Hi all, I have a number of processes with multiple approvals, that requires the approver to be able to send back the request for a review or update (as many times as needed), before approval sends it to the next approver. As Smartsheet doesn't have a built-in "review" option I am currently working around this by having the…
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Seeking Assistance with Smartsheet for Task Management
Hi all, I’m very new to Smartsheet and am keen to explore its features with the goal of eventually rolling it out in my work area. I have an enterprise license assigned through the Government. In our area—Media and Corporate Communications—we receive many tasks through Microsoft Outlook. These often include requests for…
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Moving Sheets Automatically
Is it possible to set up a workflow that moves an entire sheet or report once certain parameters are reached? For example: if SheetA hasn't been opened in the last 3 months, can it be automatically moved to an "Old Data" folder in the same workspace?
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Pulling Data from SmartSheet into macro-enabled Excel?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
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Automation for conflicting events on same dates
Is there conditional formatting function available to trigger a notification in smartsheet when a date is booked for two of the same items? For example; in a scheduling sheet, when the same equipment is booked on the same date?
