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PDF of original form submitted with approvals printed on it
We have a payment request form for staff requesting a reimbursement for expenses that feeds into an approval path for the supervisor and then the director. This works great, but I also need the trail documented to attach to the accounting system when I put in the reimbursement. Is there any way to get a "final" copy of the…
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Merged: Proofs with markups and comment download
This discussion has been merged.
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Formulas referencing too many cells on source or destination sheet 👎
"Formulas are referencing too many cells on the source or destination sheet. To run this workflow, please reduce the amount of cells referenced by formulas." How do I figure out how many and what formulas are connected to the sheet causing this error? Neither the source nor destination sheets have the blue or black ▸in any…
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Automation Workflow Action - MOVE ROWs (Duplicates) is somehow moving everything
Business Need - I built in workflow automation to COPY row to this master sheet when status changes. That works as intended. However because I'm using COPY row, it then add "duplicate" rows onto my MASTER sheet. Next Step... On the MASTER Project Portfolio sheet, I've built in series of background columns and formulas in…
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Generating a Document
I want to generate a document using DocuSign and I know with the fillable PDF you can use information gathered from form entries for the PDF document. My problem is that I cannot get DocuSign to pull in the email's from the contact lists columns. It is my understanding that this is a possibility but I just cannot get it to…
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Using an IF formula for Parents, Children rows
Hi all, I'm currently trying to see if there's a formula that can be used to affect the parent row (row above the indented row) after a certain condition has been met within the children row (indented rows). Please see the image as a reference. In this example I've set up, I'm trying to figure out if there's a formula that…
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Trying to combine 2 formulas into one, each formula with multiple conditions
Hi All, I'm fairly new to formulas here on Smartsheet and have been racking my head over this one to no avail so far. I basically have two formulas that I am trying to combine into one, and each formula has multiple conditions. In the first formula, the conditions to be met are that if both columns of Date Received are not…
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Is there an automation/formula that allows a copied row to be updated?
I have created a master sheet for grant invoicing. We have 14 different institutions who received the grant and who will be submitting invoices to the master sheet. I have created a workflow for each institution so that when they submit to the master sheet, that row will be copied to a separate Smartsheet with just the…
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Do automated workflows operate on specific rows?
Hello, I want to set up an automated workflow that triggers when a column is changed to meet a specific criteria. When this trigger is met, will it run the workflow on every row in the table, or only the specific row which the trigger was met? My sheet has hundreds of rows and will likely have rows that change and meet…
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Project-based timesheet approval + automatically add team members to a project
Issue: For a Project-based timesheet approval flow it is necessary to add the team members to a project. A Project Owner needs to add someone to the project first to be able to see their time submission. Booking someone for a project for the first time, would make this person a team member. However, RM isn't handling this…
