-
Merged: Automation to assign a new row as a child based on criteria
This discussion has been merged.
-
Workflow - Generate Document - New Row Added from a Form
My workflow is as follows: When a new row is added (via form submission) and the "Type" field is a specific selection, e.g. "Business Operations", generate the document "SSV_Business Operations". See screenshot. However, the form is not being generated. What am I missing??
-
Add New Comment as a Workflow Action
Our organization uses the comments section of each row to share updates. It would be excellent if we could add workflow automation to automatically add a comment in certain scenarios, such as when another value changes.
-
A workflow has become invalid
Hi, I received an email saying that one of the workflows of a particular sheet has been deactivated. The action for this workflow is so simple, so when the column in another sheet is changed as "completed" the row is copied and moved to a master sheet. It is important to mention that we have been using this for months and…
-
Weird Trigger action on workflow automation
I have a workflow automation on sheet 1 that copies a row from sheet 1 to sheet 2 and sends an alert to my email when it is done. The cell that triggers the automation (a checkbox in sheet 1) gets populated by another sheet (sheet 3) and as such the rules say that the workflow will not be triggered and the row will not be…
-
Denial Reasons and workflow
HI all. looking for thoughts on how to provide reason codes when a form submittal goes through the approval workflow but then is declined and providing a denial reason as part of that denial so the submitter can see that in the email response. Thank you
-
Non-Admin Viewership of Automations, Workflows, and Forms
We use a lot of sheets, forms, and automations to mages several intakes in our organization, and we have only a couple of people with Admin access to maintain all of this. When we want to make adjustments, changes, or upgrades to a sheet, we are frequently asked to find when in the form logic or automations the change…
-
move workflow stopped because of system column
Hello I have 2 sheets a master sheet and a sheet that is populated from a form. the first few columns on the master sheet are filled in via form, that data is then used for estimation which is filled into the second form. the data from the first form is added to the data from the second form on the second sheet using…
-
Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
-
How to send automated daily digest email of updates
I'm trying to set up an automation to send a daily digest email of updates to users linked to an item in Smartsheet. I have a smartsheet where each row is an event. When any cell in that row changes, I want the users involved to have some notification of the change. My current automation is triggered "when rows are…