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Multi-Step Workflow: Creating and Linking Forms with Unique Identifiers
Good morning! I'm trying the following in Smartsheet: 1. Create a form that has a field to input multiple emails, each submission has a Unique ID. 2. When the form gets submitted, it will send an email to the emails in the submition with a new form of a different sheet. 3. Once the second form is filled by the email…
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Automated Workflow - Move row to Sheet (with Index Match Formulas)
Hi there, I have a automated workflow where I have multiple source sheets copying rows into a separate sheet. Since the copied row information on the separate sheet can change on different columns, I have a Index/Match set up to auto populate any changes from the source sheet. The problem I'm having is there is another…
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Workflow Automation Issue
I just started a new sheet, which I imported from Excel. I wanted to have Workflow Automations to change the status and date assigned once I entered the record. The trigger is the Task Title (on both), which is also the primary column. Below are 3 screenshots showing my sheet, and then the 2 Workflows. I have tagged them 1…
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Daisy Chain Automation - More than 5
I am using automation to create a workflow for a procurement process that needs automation when users update information through an update request. This means there are more than 5 of them and this then gives me the trigger limit notice. I really need more than 5 as this means that we don’t have to keep sharing sheets and…
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Record a date when specified criteria are met
I have a column available for users to choose from eight different build statuses. The goal is to automatically capture the date when the Publish status is selected. However, not all eight status options are available in the automatic workflow. I assumed it was a scrolling issue, but that is not the case. What am I doing…
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Multiple Approvers from ever-changing approval list
My update request needs to go to all employees (approx 100). The list is always changing and it is not feasible to scroll through to double check each employee is still working here or verify new hires. It's also not feasible to click each employee for every new row in my spreadsheet. I tried forwarding an update request…
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Copy & Paste Contact Cells between Sheets
Currently only able to copy and paste contact cells on a single sheet.
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Reminder workflow for past due approval
I'm essentially a nube to Smartsheet (so be gentle please), though I've come up the learning curve some distance. I've drafted an app to track a form thru the approval process. I'm at the stage where I'm trying to add bells-n-whistles to the app. That includes a reminder workflow to approvers who have not responded to the…
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Roll out new automations through control center
Hi there, I'm wondering whether I can implement additional workflows by adding them to the source sheet for a template? For example, I need to add an automation to all risk registers. If I add this to the template sheet for the risk register in the control center blueprint, can I then force this update to all risk…
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I want to create a very basic stock management sheet. adding in stock updates quantity and
removing stock updates the quantity. I cannot figure out what the easiest method would be without creating a loop because if I add stock I would have to keep upping the numbers of that column. If I already had a quantity of 20 water bottles and then I got in another 20 bottles of water one week, and the next week I got…