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Field for Update Request Workflow not editable
Looking for some assistance. I have a sheet that I am requesting input from end-users via a workflow. The web browser form is populating all the requested fields, but the End Date is not editable (it's not locked). This isn't an issue for any of the other fields I am requesting for input via this workflow - This includes…
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Request an Update - prevent access to the sheet?
Is there any way to request an update to fields but omit the "Go to Sheet" option on the request notification? We are trying to streamline review input, but don't want every person to see all the data, and therefore input from other people. Using a link to the form doesn't provide for pre-populated information to appear…
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Sequencing automations with no condition/trigger overlap - clearing top row after an automation
I'm hoping you can help! TL;DR in the weeds - I'm looking to use a change in the sheet to trigger an automation - but only act outside of the actual trigger TLD;DR big picture - I actually simply want to run two automations sequentially. As far as Smartsheet can tell they are entirely disconnected. (Their connection runs…
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Linking data from multiple sheets to one master sheet - then to a dashboard
Context: I have a team of people with their own individual smartsheet trackers that each contain identical columns. I want to have the rows on those individual trackers automatically populate/update in one master tracker where I can see everyone's data at once. I have already tried reports - this doesn't work for me. The…
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3 Levels of Hierarchy?
I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data via a form and have control to edit a few columns. Each rep will "own" the data they input. Only want that data to flow to…
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Approval Workflow: Record Name of Person Who Approved
When a approval request goes to multiple people, is there a way to record into a column the person who did the approval (e.g. Approved By column). I can see out who did the approval by reviewing the 'View Cell History' on the column that has the approval status; however, I would like to put the Approver name into a field…
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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
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Troubleshooting Automation: Copying Only Top/Parent Row Instead of Entire Project Plan
Can you help troubleshoot the automation that's supposed to copy only the top row/Parent row of the project plan (which contains specific key information) into the 'Timeline Variance and Weeks Remaining' sheet whenever a project plan is updated? Currently, the automation is copying the entire project plan instead of just…
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Automation workflows not executing
I have like 8 automation work flows for when a row is changed it will change a cell, sometimes it works, other times it doesn't. The biggest one not working is recording a date. I know its not a delay because its been over a day since the last change and it hasn't updated. Here are two of the workflows I have, these are…
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Folder Order
Hi - I am new to Smartsheet and trying to figure out how to move my folders and place them in the order of the workflow I want.