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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…
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Copy or Clone a workflow
Is it possible to copy a workflow into a new sheet. I have to manually re-create 12 workflows over and over through out the year. Is there a way to copy instead?
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How to Automate workflow to create a summary report to diff between two excel sheets on weekly basis
Using SmartSheet, I want to be able to import excel sheet from sharepoint on weekly bases lets say "week 09" excel sheet name is [TC Roadmap 25ww09 VTS] Then I need to add to end additional +5 columns, these column includes formula(s) which I use to massage data coming from original data to create reports After a week ,…
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Merged: certain cells remain locked until specific data is entered in another cell
This discussion has been merged.
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Workflow invalid issue
Hi all, I have a new (and recurring) issue with certain workflows suddenly becoming invalid. For the most part they are not complicated (see example - simple date record when a status changes), and before this year they seemed to work fine. When I re-enable this one, for instance, it will work for a couple of weeks before…
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Conditional Formating on Workflow Emails
As of right now, there is no way for conditional formatting to show on emails that are generated through workflow. I suggest implementing a method to allow this, for example, I have conditional formatting that highlights fields when a specific criterion is met, but when I send that email out via workflow that…
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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…