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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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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…
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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
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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…
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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…
