-
Automation not running as expected
I setup the automation below to run when an item has been Priority Ranked, has a Status of "Not Prioritized" and work accepted is "Under Review." I did this so that when I'm looking at Card View by Status, items that now have a Priority Rank will change the Status to "Grey (New)" and move into that Status column. However,…
-
i want multiple approvals from an automation workflow to be in an email. is this possible?
I am trying to send a monthly email with multiple rows in an approval email. Is this possible? Thanks
-
Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
-
Why is my workflow not updating my Smartsheet columns after initial run?
I have set up a workflow from an excel file to my smartsheet. I have it set that whenever a new sheet is added it should update my data, but that is not happening. Ex. One of the columns is for prices. If the new source attachment has new prices and i add to the workflow, the price does not change in the Target sheet when…
-
2025 Free Smartsheet Webinars/Office Hours
I hope everyone is having a great start to their year! I am posting here because I wanted to share the schedule for the Smartsheet Webinars we will be hosting this year. Here’s a breakdown of the schedule for the first half of this year: Office Hours: Starting in February, our Customer Success Manager, Lisette Planken,…
-
I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done by them manually forwarding it on as an email attachment. For example: user John Smith fills out his info, including his…
-
Multi- Row Solution
I am trying to create a workflow for an expense report that allows me to turn it into a PDF. Is there a way to utilize the generation of multi-row so I do not have to create columns for each individual expense?
-
How can I use index match + either another index match or an IF statement to pull Data from multiple
How can I use index match + either another index match or an IF statement to pull Data from multiple sheets? In my case I have 3 sheets: Sheet 1 - Current Project List - consists information that track active projects. (each Project has a unique project code) Sheet 2- Closed Project List - consists of previous years…
-
Why is my Smartsheet Automation forms not sending out emails?
Hi there Hoping someone can help me with my Automation forms I am trying to send out to my team for a weekly report I need them to fill out. This is what i have set up below and for some reason whatever I try the notification or emails just aren't sending out to my team and im not sure how to make this work. Please advise.…
-
Inactivity Alert
I want to do this… but not sure since Alerts are not a thing anymore - or am i missing it? Smartsheet Inactivity Alert Setup Step-by-Step Process Open your Smartsheet, add modified system column Add a new column called "Inactivity Check Date" In the first cell of "Inactivity Check Date", enter this formula:…