-
A workflow to transfer a data from smartsheet to MS word
Hello Team, Firstly I must confess I am a beginner to smartsheet. I want to transfer a data from Smartsheet to MS word and save the file. Say for example: I enter a smartsheet report as follows. In the first column I would fill as XYZ, in the second column ABC. I need to get an ouput in .txt format saying " Hello XYZ.…
-
How to create a business process workflow?
In a previous job, we had many business process workflows created to guide a project manager on what to do to get a project onboarded. I'm looking to replicate this in my current job. To onboard a project, a project manager was guided through process #1, #2, etc, and each process listed out what to do, where to store…
-
Why are my workflow notifications not coming over as my name via Smartsheet?
I have my automated workflows set up to "send from triggering user." However, I have made a few updates, as well as others who have triggered the workflow, and the workflows show in email as from "Smartsheet Automation" instead of from "triggering user name via Smartsheet". I have been playing around with it but can't…
-
How to trigger dropdown to populate projected completed date based on specific complexity?
I want to trigger these drop downs in the "Complexity" column to populate a date in the "Projected Complexity Completion" once a dropdown value is selected and once status changes to "active". Low Complexity = 2 days Medium Complexity = 5 days Most Complex = 10 days
-
Connecting SmartSheet to WhatsApp
What is the possibility to connect and send data from SmartSheet row to WhatsApp number ? Thanks
-
IF/AND/HAS for 3 column references, 6 options
Based on the content above for reference only, the actual sheet screenshot below. I need a formula or help with a helper sheet/workflow, to bring back one of 6 results. (above image) Tax Status Column is a dropdown with the 2 options shown, Bottling Location and Entity Columns are INDEX(COLLECT formulas (if it matters)…
-
Workflow Automation
I have a form connected to a sheet (~140 rows of data) with automation and approval workflow. I need to make changes to the process so I deactivated the workflows while I work on the changes. Question - When I reactivate the approval workflow and other automations will it send an email for all the prior items? Thank you,
-
Capture the date a sheet was created
I have a sheet that I create for a review process - new sheet for each review. If the sheet is still open after 2 weeks, I want to do some actions - email the assignee etc. How do I capture the sheet creation date so I can add some automation? I know I can do this for cell dates but not sure about the actual sheet. Thanks.
-
Unable to see Browse list during workflow creation
Hi Unlike those good old days, I am now being presented with the following screen to select the destination sheet! Earlier it used to be a browse list, where we would quickly select a destination sheet. With over 100 sheets in my account soon, it would be very difficult for me to recall the desired sheet's name. Please…
-
How can I use one sheet to build onto another and still be able to manipulate the data?
I am pretty new to Smartsheet, and my office would like to account for requests using Smartsheet. There are two types of requests: Original and Supplemental. Supplemental requests build onto original requests. Therefore, if someone wants to request the same individual, they will submit a supplemental request because an…