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Simple Automated workflow not working
Hello, I have seen some other posts on this issue, and the fixes listed didn't help me. I have tried to duplicate the workflow and delete the old one. I also want this to work in real time and I do not want to automate this to a certain time of day. The trigger is as simple as it gets. When any field within any row is…
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Third option for Approval Workflows
I was wondering if there was any progress made toward enabling more than just two approval options? I would also like to include "Approve, Reject, Modify". And while the update requests work, I feel like these workarounds are unnecessary and tedious. If we could at least require certain fields be required to be answered in…
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Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, I…
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Change Cell Value workflow: Include symbols
Use case: When a new project is created, we want the initial project health to be a green symbol. The Change Cell Value workflow does not include Symbol type columns, only text/number, single select drop downs, and checkbox columns. Can we include Symbol columns in this workflow as an enhancement?
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What happened to my critical path?!
Good morning Ss Community! I found some great answers, especially to this question: Why don't I see the critical path? — Smartsheet Community so I have already tried some of those suggestions: * sort by Start Date for chronological list of tasks helped the view but didn't fix my issue (see below for details) * task spans…
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Template from Engage Session
I was lucky enough to attend Engage this year in Seattle, and I attended the "Advanced power-user tips to up-level your Smartsheet experience" session. I was excited to use the template for Multi Entry Form that was provided via QR code from the session deck, however, it appears that at least one sheet is missing from this…
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Why can't I set trigger to hourly, daily or weekly?
Hello, As you can see, it is a simple WF with no placeholders and the action appears to be an approved action when trying to set trigger to hourly, daily or weekly. What am I not grasping here? Thanks, Ed
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Data Shuttle Issue - Map Fields To columns - Sheet Column Names Not Populating
Data Shuttle is not pulling in column names from my target sheet. I am building an upload workflow - pulling in data from a .csv attachment to update a dropdown column in my target sheet. The sheet column names in the mapping table all show generic names, e.g., Primary Column, Column2, etc. - see attached. I clicked…
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…
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Copy Rows to Another Sheet not working - Column has the same name as a system column on the source
Help please. I am trying to set up an automation that copies data from my Main Purchase Request Sheet to my Line Items Sheet. However, I keep encountering an error message stating, "Rows can't be added to the destination worksheet because a column has the same name as a system column on the source sheet." Here are the…
