Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
Hi there, This may be a silly question as im just wrapping my head around smartsheet capabilities, however i have an alert workflow which triggers and the main goal is to provide a link to the correct sales landing page in my external website. As seen in the screenshots below i have created a dynamic link within the sheet…
Hello, SmartSheet Community! I could use your help. I have created an example of my problem below. The actual sheets have many more columns. Sheet A needs information sorted by Person Name; Sheet B has information sorted by Pet Type. Sheet A - This is where I would like information to be filled in automatically based on…
I'd like to be able to build my own library of workflow automation and be able to "apply" selected workflow automation directly from the Project Plan Smartsheet. Also be able to share my library with others in my account that they may include into their own library so they do not have to reinvent the wheel. Advantages: 1)…
Is there a way to set an automated workflow trigger based on one specific task rather than any time ANY task changes? I'd like to have the completion of one task (when checked as Complete) trigger a start date being added to a new task. Then I can set a trigger for an email to be sent to that Assigned Person that the Start…
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Hello Smartsheet Community, I am currently facing a challenge with the upcoming deprecation of Web Data Connector (WDC) 2.0, which impacts our integration of Smartsheet with Tableau. We have been using the Smartsheet-provided WDC available here: https://tableau.smartsheet.com/tableau. As I'm looking for guidance on how…
I was wondering if there was a way to display the parent child hierarchy the same way it is shown on the main sheet with just the data on the dynamic view of the sheet? I have a dynamic view where all completed and cancelled status projects show up, and would like them parent/child to be displayed as it is on the main…
I have 5 sheet distributed o five employee asking them to update sheet each month. All the entries will automatically saved to one master file which is my database for analysis. But each Control + S by an employee is creating another record in my master database, Currently the workflow is set to run when triggered but I…
