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Email buttons for approving or rejecting
Can we include Reject/Approve buttons in the email notification itself, instead of having to click on ('View Request') ?
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Copy Rows Automation Issue
Hello, I've been working with Smartsheet for about a year now and I'm encountering an issue with the copy rows automation. I've inherited the sheets in question after a couple of the previous owners have left the company, including the person who made the automations. I'm an admin or the owner of both sheets now which I…
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What is the order of operations for workflows? If multiple run at the same time which is run first?
What is the order of operations for automation? If multiple workflows are scheduled to run at the same time which is run first?
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Form Question, send Response
Hello - I have the need to create a workflow within smartsheet to track QC process on yearly letters. Today it takes three applications in order to manage the process today; Master List, Tracker and Click-up for task management. This flow goes between our organization and an outside organization and would need…
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How do I move certain values from one sheet to a different sheet?
My attempt: Step 1: Sheet #1 get populated with new values (via a form submission(s)) Step 2: When Sheet #1 has a new value/row, only certain columns get populated into Sheet #2(i.e. ID number, case name, details) I tried the automation feature, but the whole row gets copied. I want it so that only certain…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Automated Workflows for Appointment Reminders
I am currently working on a Solution for a Pilot program that three of our Pharmacy Sites are participating in. This Solution will contain 4 forms and 3 Scheduling Calendars, One of the "asks" was to be able to send an appointment reminder to the individual scheduled. I have set up an Alert as the Appointment reminder and…
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Workflow "Alert Someone" | Send to a contact in a cell
Hello Smartsheet Community, I am trying to create a workflow in Smartsheet using "Alert Someone" that will notify the Manager and Employee (two separate cells) that the specific task has been completed. Under "Alert someone" I choose "Send to contacts in a cell" however that cell is defaulted to "Created by"…. Questions:…
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Automated workflow issue - move a row
Hi, I've created an automated workflow - move a row, when a client changes from active to inactive. While the row successfully moved to the inactive clients sheet, it put the row on row 48 instead of row 1. Even in the active clients sheet, it was only row 20, so I'm confused about why it is so low. Is there a way to fix…
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Invalid Workflow Error
Hi all, I just received an email saying a workflow has become invalid because it contains automated actions that are only available to Business or Enterprise plans, but we're currently on a Business plan, so I'm not sure why this message triggered in the first place. Thankfully I was able to reactivate the workflow and run…
