-
Dropdown options for approval workflows
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…
-
Why is my automation to copy rows to other sheet missing data from certain columns?
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…
-
Form Response getting captured from row 49 not from from top row
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…
-
Automation to Resend Form
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…
-
Enable/Disable automation workflows across multiple sheets
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…
-
Trigger a workflow based on Sheet Summary Change (Bridge & Sheet Automations)
It would be nice if we were natively able to trigger an automation based on a change in sheet summary. I would like to be able to set this trigger up in Bridge, along with the ability to do this in regular sheet automations as well.
-
Move rows Automatically | Automation Workflows
Hi, I have 1 source sheet and 1 target sheet. Using Data Mesh/ Shuttle, I'm adding the records to the target sheet from the source. There are chance that few records in the source can be deleted later and such records are not to be retained in the target as well. So, I added a column formula in the target that checks if…
-
Copy rows workflow
Hi, I want to copy rows from one sheet to another weekly. But I only want newly created rows that were created past week to copy over and not all rows. I am also locking rows in the same workflow. Is there any possible solution? Thanks, Dheeraj
-
Email change to Workflows sent to specific people
We are going through a merger and are moving off one email domain address over to an other email domain address. We have a 100 plus workflows referencing the primary email address. We reached out to support and were told that there is not an easy way to update the workflows with the new email addresses. One approach was to…
-
Auto emails
We want to send a 5 question 'Pulse check' to new employees starting from 3 months after they start for 6 months. I have created the smartsheet form with the questions. I have a seperate smartsheet with employee name and start date etc. How can I send auto reminders? I looked at sending a workflow from the employee…
