Hello - I created a workflow, to ensure that anytime a new row is added, it will by default, check the "Show on Report" field, which is unchecked by default currently. -The trigger is "When a new row is added" and Run "When Triggered" However, I have added a number of rows as a test over the past hour and it hasn't checked…
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I am trying to set up an approval automation for my Smartsheet for a contact in a cell. When I try and use the contact column I get the error message "please select at least one column that is not a comment or attachment". Also shown in the image attached. There are attachments and comments on most rows, but this hasn't…
I am trying to create a workspace with multiple spreadsheets that will transfer rows back and forth from one to the other automatically. I have a sheet for inventory, one when the equipment is assigned to someone, and another to archive any movement. I have a form that they fill out when assigning the equipment out which…
I want to assign people in a column to be the same as the contacts assigned in a previous column, unless the user overwrites the new assignment. I.e. if the Stage = "Step 2", the Step 2 Owner will be the same as the Step 1 Owner - unless overwitten to be something else. So far I've found that the "Assign People" automation…
Hello, Is it possible to create a workflow where it exports the data to excel and emails excel as an attachment to an email?
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A workflow enhancement that is similar to the Change Cell Value. However, instead of changing a cell, copy it to another cell. Use case: I have a formula that calculates a date. However, I want to keep the initial value of the date and therefore, don't want to reference the date formula because it will change. A workflow…
Hi everyone, I'm trying to create a multi-action workflow where a document is generated and then an email is sent with that document attached. I'm trying to sequence it in such a way that the attachment is generated first THEN the email. My problem is that this is not the only attachment on the row. The data on the row is…
