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Why does my date automation disable with work management connected to column?
I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled. Is there something I'm doing wrong or I can be doing differently?
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Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
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Can you create a workflow to copy a row to between sheets in different Workspaces?
I'm creating a workflow that copies a row from one sheet to another, wherein the sheets are in different workspaces. I saw that you must be an admin or owner on both sheets to do this and I am listed as an admin on both sheets. However, the sheet name I'm copying TO does not appear in the search results. But, sheet names…
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Report Creation tool within a sheet
One of my most frequent uses of Smartsheet is as an editorial calendar for a weekly newsletter. I create a new sheet for every month of the year. Exiting a sheet and creating a report is not too much of a hassle but, it would be nice if I could click a button within a sheet that automatically opens a new page that is a…
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Trying to set up Corrective Action system using smartsheets
My company has been using smartsheets for order tracking and data reporting, but I'd like to try to use it for our corrective action system (we are AS9100). Currently we just use a controlled document to gather all of the data and put it in a folder that's manually created on sharepoint. I want to create a sheet to track…
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Merged: Automation to assign a new row as a child based on criteria
This discussion has been merged.
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Workflow - Generate Document - New Row Added from a Form
My workflow is as follows: When a new row is added (via form submission) and the "Type" field is a specific selection, e.g. "Business Operations", generate the document "SSV_Business Operations". See screenshot. However, the form is not being generated. What am I missing??
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Add New Comment as a Workflow Action
Our organization uses the comments section of each row to share updates. It would be excellent if we could add workflow automation to automatically add a comment in certain scenarios, such as when another value changes.
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A workflow has become invalid
Hi, I received an email saying that one of the workflows of a particular sheet has been deactivated. The action for this workflow is so simple, so when the column in another sheet is changed as "completed" the row is copied and moved to a master sheet. It is important to mention that we have been using this for months and…
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Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
