I am trying to create an automation event that copies a row from my Order Tracker to my Shipping Tracker but none of my sheets are coming up for me to select where to copy to. At first I thought that it was because my Logistics Manager created the Shipping Tracker but I have edit permissions for that and also, none of my…
This discussion has been merged.
Reference a cell with fields for a WORKFLOW NOTIFICAITON. This could store preset messages for Vlookup or Index/Match use in a helper cell. WORKFLOW NOTIFICAITON coul dthen reference the {{MESSAGE CELL}} and 'unwrap' or force evaluate the {{FIELDS}} in the cell prior to sending the message. Currently it literally returns…
Needing a workflow that will send out a daily email with all rows that the priority has been changed. It doesn't matter if the other columns changed, but I need to know if the priority changed and I only want it once a day. Currently using Enterprise no additional add ons.
I'm trying to create a workflow that will create a PDF document with mapping to fields in the sheet and then email it to one of our employees. So far I've got the documentation workflow working and it attaches it to the row. I created a second workflow for sending the alert. When I tried changing one of the rows to the…
For the approval automations/workflows that send out emails to specific personel with the option to approve or decline a request, it would be super helpful if SS would allow users to provide a dropdown list of standard rejection reasons. I work on a team that when a new request comes to Finance we have a list of 5 reasons…
I have an automation created that, when a row is added to sheet 1, the row is copied to sheet 2. Its working fine except it sometimes misses values from the "First Pay Date" column and the "IC" column and they dont get copied over. They will just be blank on sheet 2. I made sure that under column properties, they are set…
I have created a smartsheet form. While testing it, once I fill up the form, it's response is getting captured from row 49 in my smartsheet (I want this to be captured from row1 itself and other response on row 2 and so on...), I have looked for solutions on the community but could not find anything related to it. Can…
I have a sheet that requires a stakeholder to complete a form when their name is added to a Reviewer column and a checkbox for "Reviewer Assigned" is checked. I need a way to automate the resending of that form. Either a trigger via a new Resend check box to resend the form (but the automation would need to be viable to…
My use case: I attended the PM workshop at ENGAGE where a lot of sheets had Automation workflows set up. I would wake up to about 20 unread emails because of these workflows. The only way to stop the email was to individually disable each workflow in all of the sheets. This feature would also be useful if I am looking to…