-
Copy & Paste Contact Cells between Sheets
Currently only able to copy and paste contact cells on a single sheet.
-
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…
-
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…
-
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…
-
Allow Missing Attachment to be a trigger or condition for Automations
Currently, automations can be triggered by an attachment being added or changed, I would like the ability to use a missing attachment as the trigger or condition for an automation. This would allow a form to have attachments as optional while allowing for immediate follow-up. It would also allow for follow-up when update…
-
Record Date workflow is not working if trigger is more than 2 level of trigger,
Dear Team, Is there any limitation about trigger clause "When", I have scenario which has 8 level of approval. once it's approved i am capturing date as approved data for each approval. kindly check screen shot of approval trigger. Need your advise for below. based on condition i am capturing date. Is it correct way ?…
-
Workflow Best Practice in Smartsheet on below scenario
Dear Smart Team, I hope all are doing well. I am having below scenario of workflow with 7 to 8 level of approval. 1) Scenario 1, Type in (A, B, C) This workflow is requires 1 verification and 7 Approval (1,2,3,4,5,6,7) 2) Scenario 2. Type in (D, E, F) This workflow is requires 1 verification and 6 Approval (1,3,4,5,6,7)…
-
Is there a way to pull info from a form submission and enter it into another form?
I have a form I am currently running, that whenever answered, needs to be reviewed by another person. I am currently using the approval workflow, and putting it in the email with a link to a form that the reviewer needs to fill out. Is it possible to take the info given from the previous form and put it in the next one so…
-
Move a row form one sheet to another in a different workspace
Hi I am trying to move a row from one sheet to another in a different workspace. I am the owner of the original sheet and I am the owner of the destination sheet and workspace. Is this possible as nothing comes up when o search for the sheet I want to move to.
-
Is it possible to add a worflow action to create a reminder on a date in the future?
We have a form for orders to be submitted. Rather than having to manually access the sheet and create a reminder, I would like to have a reminder triggered automatically, 3 days after the order was submitted. I don't see a way to do that. Thanks.
