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Workflow owner has been deleted
We had a user who ran our Salesforce Integration between SmartSheets and Salesforce. He had exited the company and the team over SmartSheets deleted his user. You can 'see' the workflows that were in his name that now say "missing owner". Is there any way to reassign? If we have to recreate the workflow is there any way we…
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Workflow not functioning
I was able to select my destination sheet and now I am unable to do so. It doesn't even populate anything to select. Anyone else encountering this? Did I forget to do something specific?
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Merged: Report for Automation Workflows that are active
This discussion has been merged.
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Secondary action after generating PDF
In an intake sheet I'm having the information entered mapped to a PDF document. I want to see if there's a way to have an automation to checkmark a checkbox when that document is generated (as a secondary action) but I'm not seeing the additional "+" like in other automation workflow. Is there a way to have that trigger?…
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Impact/target Multiple rows within the same group
Is there a way to impact multiple rows using a workflow? If I select "No", on "remote access" Column, I want the system to populate "Yes" on "was report delivered" column and today's date on when was the report delivered. "This is already happening successfully on my end" However, I want to target rows 3,4,5,6 with the…
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Communication Log
Much like the sheet Activity Log, a log of communications sent out via the sheet would be very helpful. This would give sheet owners/users the ability to easily pull communications sent either via automated workflows or manually from the sheet, when individuals claim to have not received such communications. If an…
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Alteryx to Smartsheet
Is anyone currently dumping data from alteryx into smartsheets? I would really like to be able to do it. Currently I am outputing to G.S. and then pulling the data into smartsheets via Data Shuttle. It works, but I'd love to cut out the middle man.
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Merged: Bulk Action on Workflows
This discussion has been merged.
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Does a workflow in a Data Shuttle have the ability to pull an updated report in a SharePoint Folder?
I have set up a workflow in one of my sheets to have the source location as "OneDrive & SharePoint" and then selected the file from a specific folder. In this folder, a new report is posted weekly and I would like the workflow to select that new report each week to update the workflow. Is that possible? I know you can do…
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Merged: Increase the cell count limits
This discussion has been merged.