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Identifying the owner of a row has changed and sending an alert
Hello I have a risk register where each risk (row) has a specific owner (named contact). I want to trigger an alert (workflow) when that owner changes. I've tried building a workflow, but it's triggering when any value in any cell changes. How can I refine this to trigger only when the RIO Owner changes to a new value?
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New Comment/Attachment Alerts
Hi all, I created a workflow to send a notification if a new comment or attachment is added to a ticket. We have a ticket "Requestor" and then an "Assigned To" user. I have the workflow alerting the Assigned To user a notification if a new comment/attachment is added to a ticket # (row). Is there a way to filter or edit so…
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Send upbatched workflow update requests OR allow saving of each request separately
The inability to send unbatched update requests is something our org needs. Right now I can't send a workflow on a daily basis requesting a cell update because I need to include a placeholder. Putting those tags in the email would prevent batching, but also prevents me from running the workflow on anything except "when…
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Automated Workflows - Copied rows to another sheet (data accuracy
Hey there, QQ - When I create a workflow to copy a row to another sheet (Sheet B) when a trigger was triggered, as the data changes in the original sheet (Sheet A)...will the date in sheet B continue to be refreshed? In other words, I'd like to copy rows over to another sheet, but want to make sure any future changes in…
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Send Notification on New Value in Dropdown
I have a sheet with a dropdown list field where "Restrict to list values only" is off. Is there a way to set up a Workflow that always triggers when a value not currently in the list is entered? I know you can create a condition for the field "where <field> is not one of" and select all of the current values but the…
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Unique Information in Smartsheet Form
Hello! I am working on a survey in Smartsheet that will request updated/missing contact information from our customers. In some of the questions, we would like to show the customer what we have on file and then have them update if needed. Is there a way to pipe this information into the survey that would be unique for each…
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Reporting for Workflows - Unrestricted recipients
It would be beneficial to have a feature that allows for the creation of two types of reports: one displaying all recipients involved in unrestricted workflows, and another showing all active workflows. This is important because there are scenarios where users need to send notifications to an email or domain without having…
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Archiving- Quick Way to Turn off all Automation Workflows
We have hundreds of project sheets created and archived every year and when archiving, we have a process of turning off all automation workflows so that they are not triggered once the project is completed. Some of the sheets have +10 automations on them. It would be great if there was a toggle button that would turn off…
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Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
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How to create Form/Workflow for Inventory Tracking
I am looking to create a form and workflow that will connect to a QR code to use for warehouse tracking in real-time. How do I go about creating the form and workflow in Smartsheet. The change cells template is not very specific in its functions.