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Merged: Linking Workflows
This discussion has been merged.
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Approval Template
I need to perform QAR on a set of data cubes assigned to users in Smartsheet. With over 5,000 users, each having different managers listed in a separate column, a single manager might have around 15 to 20 users assigned to them. When I want these QARs reviewed by their respective managers, using the approval workflow…
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don't find Smartsheet in Teams desktop
a client of my organization told me that she can no longer find the Smartsheet application in Teams desktop/web, but it is found in the Android/Iphone versions, the application was authorized and available in Teams but it cannot be found more . I only see Smartsheet EU. Is this a problem on our side or a change that I am…
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New Automation Action to record User in Contact List Column
It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing…
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Extracting text from a multi-select drop down column
I have an intake sheet where one of the fields is a multi-select drop down list. The values in the list are NUMBERS; TEST NAME. I want to be able to parse out just the number into a separate column in the intake sheet as someone submits it, so there'll be a populated column of Test Code Intake that has the NUMBERS; TEST…
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Move Form to Different Folder
When creating a duplicate of a sheet/form, it would be beneficial to move it to another folder. Say you have a 2024 sheet/form and want to update it for 2025- you would duplicate the 2024 version, update it, and save it in the 2025 folder. Currently that is not an option.
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Allow linked cells to trigger workflows
Just as the title says. It's really frustrating when you want linked cells to trigger a workflow but you can't.
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Vendor management workflow
Hello, I am brand new to Smartsheets and it was honestly purchased for other reasons but I think I can use this to track about 300 vendor due diligence life cycle requests. We have a vendor solution but I need something to track and send requests out side of that system as no one but me really uses it. Does anyone use it…
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Copying a value from one column to another when triggered
Hello - I have a sheet that has a project start date column and an end date column. When the project is approved, I would like those dates to be copied into another column (as "start date" - "end date"), or if necessary, a two columns (one for each of the dates). Once the dates are copied, I do not want them to update…
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Sheet automation loop
I am looking to understand how to break a loop so I can fix something. We are trying to remove columns from a sheet, but the automations keep replacing them on connected sheets before we can get them deleted on the other side. Is there a way to export a configuration so we can see all of the connected sheets? Also, how can…