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Merger and Acquisition Templates
I would like to see templates related to Mergers and/or Acquisitions. This is part of my companies daily business and we have built all of our templates and flows from scratch. Having templates would give us ideas to improve upon and save other organizations the time of creating them from scratch.
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Is there a way to set up automations based on what "was" in a cell?
As the title states, I'm trying to set up a couple specific automations. I feel like this used to work, but I am running into roadblocks. Is there a way to set up automations that accounts for what "was" in a cell? This option does not seem to be available in conditions. Two examples: How would you set up an automation to…
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Increase Automation Workflow Limit
To increase the number of automations (currently 5) that can be run at one given time/sheet would be awesome. I've been receiving errors from the automations created that are erroring because it reaches the limit of only 5 automations running at one time. Looking forward to hearing back on this idea/request.
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Form Approver sees field name, not label
I have a form filled out and approved by two parties not associated with smartsheets. Testing the application, i noticed that the approver doesn't get to see the same form as the person who filled it out. They see a different form. The main difference is the field names. The approver sees the name from the smartsheet…
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Automagician Badge - how to earn it?
I had tried to submit my input on why I'd like to earn this badge but the site stalled and I can't find the place to do so, again. So here's my input: In our initial sheet I created back in December 2010, we have 55 workflows active that saves me-and other coworkers-a vast amount of time each day. The automated…
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Create copy of Smartsheet data, scheduled and automated to be used as trendlines
I have created a PowerBI dashboard using smartsheets as the data source. Live updates are working perfectly, and updating data is running smoothly. I have been asked to show a trend line, and progress with these metrics. How can I build a table (or Smartsheet) using snapshot data in an automated workflow using smartsheet?
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Populate Notification Message Header with Information from a Form Contact (email/name)
Is there a way in the automation workflow to have the notification header auto-populate the name/email of the person that has submitted a form? I have a form where individuals have to enter their name and email. When we want to go back to our emails and search for the proof of submission notification, it's generic, and…
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Data Mesh multiple target sheets - Cell Max Limit Error
Hello all, hoping to get some input here or curious if anyone has had experience with this. Currently have a datamesh set up looking at Report (Source Sheet), that sends about 28 columns to 1 Data Processing sheet (target sheet) based off of a UID. This target sheet hits it cell limit a couple times a year and we have to…
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Is it possible to export/download the automated workflows on a sheet?
I have about 30 automated workflows on a sheet and I'd like to download/export those so I can review them as well as have a copy should something ever need to be changed. Is this possible? If not, can it be submitted as an enhancement request?
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Merged: Workflow to Send Attachments without link to Sheet
This discussion has been merged.
