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Can you create a workflow to copy a row to between sheets in different Workspaces?
I'm creating a workflow that copies a row from one sheet to another, wherein the sheets are in different workspaces. I saw that you must be an admin or owner on both sheets to do this and I am listed as an admin on both sheets. However, the sheet name I'm copying TO does not appear in the search results. But, sheet names…
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Approval Workflow: Record Name of Person Who Approved
When a approval request goes to multiple people, is there a way to record into a column the person who did the approval (e.g. Approved By column). I can see out who did the approval by reviewing the 'View Cell History' on the column that has the approval status; however, I would like to put the Approver name into a field…
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Conditional Approval & Approver Automation
Hi - I've been trying to come up with the best way to implement a process into Smartsheet and can't really come up with an ideal method. Hoping someone can give me an idea or point me in the right direction. We have a process where a user submits an intake item and then it goes to a general group for them to review/update…
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Can I change the email that Smartsheet sends emails from using the API
I have a Bridge workflow set up and I'm calling the Send Rows API call to email out what I need. The problem I'm running in to is I don't want the emails coming from my email address. I've tried to save it using a service account to see if it would send from there instead but still shows mine. Any ideas how to change that?
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Requesting Updates to Report
We have a spreadsheet with data that needs to be updated/validated twice a year. We wanted to use a workflow, but some owners/approvers of the data have 150 rows to their name. We don't want to flood their email with that many emails or have to go through 150 lines that way. We are working with the idea of sending an…
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Workflow automation does not work by default it works only when it triggered manually
Hello, I have a workflow that trigger when a new rows are added, the rows will be added by a form. When the form is submitted, the workflow will search for the rows that is checked and move it to another sheet. However, this does not work until I manually press run. UPDATE: It worked now!!
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Bi-directional update between 2 sheets without report?
Hi, is there any workaround that allows for bi-directional updates between two sheets without the use of a report? For example, Sheet 1 has Unique ID and Status columns, same goes for Sheet 2. What I want to be able to do is if either the Status column gets updated for a project in Sheet 1 or Sheet 2, the information will…
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Workflow "Customized Message" not displaying in Alert
I have a workflow triggered by date (daily at 5pm) that has a "customized message" set up. However, the customized message is not displaying in the resulting alert, which simply states "Reminder: Name of Sheet." Attached are screenshots of my workflow setup, along with the resulting message in Slack...
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Can I trigger an automation based on the completion of an update request?
I currently have a workflow in place which allows for both approval requests and update requests, but at two stages of the process, the approval request and update request fire off at the same time. The correct order would be for the approval request to process when the update request is complete. I have thought of adding…
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Smartsheet Workflow: Receive Notification once an update request is completed by the person assigned
Hi, I want to create a workflow that will notify me when an update request I have sent to someone is completed. I can't seem to find one that will work. I am using a workaround for now, but it is not ideal. Thank you, Allison Bishop (760) 918-6900 x114