-
Weird Trigger action on workflow automation
I have a workflow automation on sheet 1 that copies a row from sheet 1 to sheet 2 and sends an alert to my email when it is done. The cell that triggers the automation (a checkbox in sheet 1) gets populated by another sheet (sheet 3) and as such the rules say that the workflow will not be triggered and the row will not be…
-
Denial Reasons and workflow
HI all. looking for thoughts on how to provide reason codes when a form submittal goes through the approval workflow but then is declined and providing a denial reason as part of that denial so the submitter can see that in the email response. Thank you
-
Non-Admin Viewership of Automations, Workflows, and Forms
We use a lot of sheets, forms, and automations to mages several intakes in our organization, and we have only a couple of people with Admin access to maintain all of this. When we want to make adjustments, changes, or upgrades to a sheet, we are frequently asked to find when in the form logic or automations the change…
-
Record of workflow alerts
Smartsheet doesn't have a way to see if the email was sent, to whom the email was sent and what was the email that has been sent. We can only see when the workflow last run and work on blind faith that it actually was successful. Only to find out weeks later people aren't receiving the alerts, and there isn't a reason why…
-
move workflow stopped because of system column
Hello I have 2 sheets a master sheet and a sheet that is populated from a form. the first few columns on the master sheet are filled in via form, that data is then used for estimation which is filled into the second form. the data from the first form is added to the data from the second form on the second sheet using…
-
Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
-
How to send automated daily digest email of updates
I'm trying to set up an automation to send a daily digest email of updates to users linked to an item in Smartsheet. I have a smartsheet where each row is an event. When any cell in that row changes, I want the users involved to have some notification of the change. My current automation is triggered "when rows are…
-
How can I copy a row from sheet with cell links to antoher sheet? Reccuring workflow not working
Hi all, I am trying to COPY rows automatically when a project owner name is changed from the original sheet to a destination sheet. The original sheet has cross links to another sheet and hence, I tried to use recurring workflows. Neverthless, not able to find the desitination sheet in the search box. I have tried to write…
-
Can we turn off the side folder menu that pops up EVERYTIME we open a sheet or report?
Everytime we switch from one sheet to another, the side menu folder structure opens up. To be clear - at our arrival to our destination sheet, the side menu folder structure opens up, and takes up between 15%-25% of the screen. We have to use the mouse or track pad to close it. This is a slow process and very annoying.…
-
Workspace permissions based on Admin level?
As an Admin level permission in a Workspace, can I create new Sheets, Forms, Reports, and Dashboard in the Workspace? I'm testing it out and it seems like the Owner of the Workspace is the only one able to create new Sheets, but I was wondering if I was missing something since I thought that the Admin level would also let…
