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Getting errors trying to transfer ownership of a sheet
We have MANY sheets to transfer. This is as a result of our company domain changed (hii-tsd.com to hii.com). So we transferred ownership to 3 people (myself included) on the Portal Team, who manage the Smartsheet files. I had a co-worker on the portal ACCEPT the email that was sent to the shared mailbox, and then the…
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Workflow Automation Modification History
IDEA: for Workflow automations, add a detailed "modification history" Currently, the Workflow Automation only lists the Created By, Created Date, Last Modified By, Last Modified Date, and Last Ran on. This is missing critical information. It doesn't show any changes to: Automation name Trigger conditions Actions Recipients…
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Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
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Rule-Driven Column Visibility for Workflow-Based Sheets
Conditional Column Visibility Within Sheets (Dynamic Columns Based on Field Selection) Forms in Smartsheet support conditional logic. However, the sheet interface itself does not currently support rules-based column behavior. We are requesting the ability to define logic that dynamically controls column visibility based on…
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Add condition to Workflows related to the presence of Attachments
This is a really simple idea; there needs to be an added option for a condition in the workflow/automation builder that checks for the presence of an attachment. That is a key item for us and currently that functionality, as a condition, does not exist in the product.
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Deactivate all automation on a sheet
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
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Update Request Errors
Hi, We’re encountering errors when attempting to open an update request via email. Please see details below. Could you advise on the cause and next steps? Thanks
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Copying Workflows between Sheets
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
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Anyone having issues with Update Request Workflows?
Hi all, I have created some Update Request workflows and I am testing to myself. I am not getting email subject and body context in the Update Request Email. What I am getting is, Email Subject: "Update Request for [Sheet Name]: [Workflow Name]" and in body, "Please Update My Online Sheet". I have a specific Subject and…