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Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
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Canada in Form Phone Validation
Greetings, Field Settings - Validation - Phone. If you select Canada and save it. The form will display the United States. I went back into settings to double-check the settings were still set to Canada, while the manage form view displayed the United States. Ultimately, my goal is to automate a dropdown with logic that…
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Select specific person/email as the name for automated alerts
This idea was created from comments split from: From email name for Smartsheet automations: select a generic value versus owner. While the current functionality of automated workflows enables the creator of the workflow to select if the email should come from a generic label (such as either Smartsheet Automations or their…
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Automation not running as expected
I setup the automation below to run when an item has been Priority Ranked, has a Status of "Not Prioritized" and work accepted is "Under Review." I did this so that when I'm looking at Card View by Status, items that now have a Priority Rank will change the Status to "Grey (New)" and move into that Status column. However,…
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i want multiple approvals from an automation workflow to be in an email. is this possible?
I am trying to send a monthly email with multiple rows in an approval email. Is this possible? Thanks
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Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
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Why is my workflow not updating my Smartsheet columns after initial run?
I have set up a workflow from an excel file to my smartsheet. I have it set that whenever a new sheet is added it should update my data, but that is not happening. Ex. One of the columns is for prices. If the new source attachment has new prices and i add to the workflow, the price does not change in the Target sheet when…
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2025 Free Smartsheet Webinars/Office Hours
I hope everyone is having a great start to their year! I am posting here because I wanted to share the schedule for the Smartsheet Webinars we will be hosting this year. Here’s a breakdown of the schedule for the first half of this year: Office Hours: Starting in February, our Customer Success Manager, Lisette Planken,…
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I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done by them manually forwarding it on as an email attachment. For example: user John Smith fills out his info, including his…
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Multi- Row Solution
I am trying to create a workflow for an expense report that allows me to turn it into a PDF. Is there a way to utilize the generation of multi-row so I do not have to create columns for each individual expense?
