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Using sheet summary fields in an alert
Hi All, I have built a workflow where once certain conditions are met we send an alert to a few stakeholders where we give row details and reference some details stored in the sheet summary. At the moment I have not found a way to directly reference this information without adding a helper column to the row and using a…
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Issue with 'Move Row' Automation
I have a Risk Log with the 'Move Row' automation. The intent is to move rows on the 1st of each month if a risk is closed and the 'Date Closed or Resolved' is more than 2 years ago. When the automation ran recently it moved a closed risk dated 12/12/24, which shouldn't have moved since it's not more than 2 years ago. Does…
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Workflow and attachments function (version control)
I have a workflow with approval request for several approvers in sequence. The email notification to the first approver shows several selected fields including the attachments. As the first approver has "editor" rights to the SmartSheet, this person will also have the option of "Upload Files" through the approval request…
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Workflow and attachments function (version control)
I have a workflow with approval request. The email notification to the approver shows several selected fields including the attachments. As the approver has "editor" rights to the SmartSheet, the approver will also have the option of "Upload Files" through the approval request email. Which is great. However, SmartSheet…
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Best Practice: Automatically Lock Rows After Status Changes?
Hi everyone 👋 I’m working on a workflow where once a task is marked “Completed”, I’d like to automatically lock that row to prevent any accidental edits. I know you can manually lock rows or use automation to change values, but is there a native way to auto-lock a row after a specific status update? Or is the only option…
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Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, I…
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Merged: Automation Workflow Setting for Entire Workspace + Custom Template Feature
This discussion has been merged.
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Datashuttle offload to unique file name or append to file
I see in the existing workflow for offloads that the "action" is replace, can we either have an option to create a new dated file with the date of the execution appended to the name or can we have options to choose to append new data to the export file rather than replace it entirely I would have thought its a relatively…
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Workflow automation alerts that are supposed to include comments are not as of today.
After receiving over a dozen notifications that people are requesting access to a sheet after receiving notifications about a rejection I did a little digging. Comments are used to give the rejection reason so users can correct and re-submit. As of today, the comments are not being included in the notification. It is not…
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Bridge and ServiceNow for new row
I am clearly missing something… Overall simple workflow New row in Smartsheet is added —> create a record in ServiceNow. I can get it all to work just as I want it if I define the row. However, I don't know how to define a row that doesn't exist, yet. Any help with this would be greatly appreciated.