-
Create an Evaluation Tool
Hi Friends, I am new to smartsheet, please be aware of that, likely some of my struggles are obsolete but I just have no idea. Problem Statement: On global business level, we created a form for employees to forward improvement Ideas to a specific team that will execute them (or not). The form entries are logged in a…
-
Option to select recipients of notices when a workflow becomes invalid
We currently have a sheet used by many internal and external users for customer service tickets and it includes a large number of workflow automations. There are multiple people that manage the sheet (monitor for issues, make changes/enhancements/etc.). However, if one of the workflows becomes invalid, a notification will…
-
Workflow to COPY Row when there's ANY Change
Hello I'm trying to figure out WHY this workflow is not working in all trigger scenarios. it works when the columns have a specific value selected such as when STATUS Changes to one of the select values defined but when criteria is ANY VALUE change in the column, it does not trigger the workflow. Example Below - I want the…
-
API support for all workflows and notifications, dashboards, and reports
Hi, Is there any plan to support all types of notifications through the API, and if so any timeline ?
-
Merged: "Move Rows" Automation to add rows at the top of the target sheet
This discussion has been merged.
-
Top Forms & Requests Resources
Hello community! Here's some top resources we want to share with folks who want to learn more about Forms & Requests. Learning Tracks for Forms, Update Requests and Approval Requests are a great place to start if you want a detailed walk through of these features. Check out Automation as well if you've never created a…
-
Workflow Automation for a 2-week notice email
Hello All. I have a sheet that has staff name and their term date. I want Smartsheet to look at this sheet daily and send an email to HRC with details of staff whose term date is 14 days from now. to do that I originally configured trigger to two weeks before notification date and set my other two conditions but then…
-
How to receive emails in a workflow?
In my workflow I am able to get an email from my first condition (see "Condition 3"), in the second one or any after that, SmartSheets will not email me even though that is the action requested to do (see "Condition 2"). I am not sure what I am missing. If anyone can help me or need me to expand on my problem let me know,…
-
"Created By" column limitations?
Context: We have a Form that was created about 5 months ago for Tech Request Tickets for our company (all internal). Within our company, we all have Smartsheet accounts. We had an issue of auto-population within our form; we couldn't seem to get an email format when people were submitting requests, only the first name was…
-
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…
