-
Merged: Automated workflow from reports
This discussion has been merged.
-
Using sheet summary fields in an alert
Hi All, I have built a workflow where once certain conditions are met we send an alert to a few stakeholders where we give row details and reference some details stored in the sheet summary. At the moment I have not found a way to directly reference this information without adding a helper column to the row and using a…
-
Data Shuttle + Data Table: Move Row Repopulation
I have a large Data Table that gets fueled daily with fresh information. There is a 'KEY' column that uniquely identifies each ROW of data. Using a Data Shuttle, I am fueling a regular sheet with only SOME of the data from the Data Table. Unfortunately I cannot find a way to filter the Table with ANY (and) ALL logic. What…
-
Search by workflow name or id?
Hello Smartsheet Community!!! Is there a way to find a specific workflow by name or id? Currently I have to scroll thru ~80 workflows to find the one I am looking for. Ty!!!
-
Tracking specific changes in a project plan to second sheet for reporting
We have many project plans that are in our portfolio and I want to be able to report from each project plan when a CHANGE is made for only three fields of the many that are on the sheet. The fields are in the sheet summary and then in a formula in the first row of the project plan for reporting purposes. My goal is that if…
-
Workflow Name & ID Search Capability
Hello, Currently, I keep track of all workflows created and their ID's. It would be super helpful if we could search for workflow by the NAME or ID versus having to scroll and find it. Thank You - Smartsheet Ambassador😊
-
How to automatically update text every week?
Hello, So I have two columns: "Date Week Ending" that lists the last Saturday of each week and "Reference" that lists an X value. I want to have the X value appear for the PREVIOUS week ending date when my current week starts. For example, if today is 9/9 then I want the "X" value to appear for the week ending date of 9/7.…
-
Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…
-
Multi-step workflow vs. Conditional paths
I have a workflow that I want to build that does not stop at the first conditional block it comes to that is true. So for instance, I need to send out an email to various markets once a task is done. So if a task has been done for AU, NZ and IN, I need three separate emails to go out to each market (this information is…
-
SmartSheet Data to Excel Macro OR Any Alternatives?
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…
