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Question around Workflows and URLs
Hi Community, I need your help on a (possibly) simple issue I am facing. I have a very basic report with a very basic workflow. When a specific criteria is met, the workflow sends an e-mail with all the row details, including a link to a customer. Let's say that column is "Account Link" The issues come with the automated…
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Merged: One Form - Multiple Row Entries
This discussion has been merged.
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Workflow Question
I created a workflow to populate a field when a flag is set to on. I want the field to populate with text, and the current date. Is there a way to add the date to the field? Thank you
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Smartsheet Bridge
Hi, I'm on Enterprise Plan and I'm trying to use Bridge but cannot log in to it. I actually had to dig the login link from the forums because I could not find it anywhere else, and when I try to sign in using my Smartsheet account it says "Unable to log in with Smartsheet credentials at this time, try using Bridge…
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Weird issue with copy row workflow
I'm having an issue with data formats in a copy row workflow. I have a sheet that is functioning as a form. There is a list of data spread across rows and columns, and different people are updating a value in a single column. When that value is updated, the row is sent using a copy workflow to another sheet. On that row it…
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Smartsheet Automated Workflows - When anything is added or changed - Weekly Report
Hello, My team has a Smartsheet that is very column heavy due to the nature of the sheet. We would like to send out a automated sheet summary to stakeholders that contain any changes or additions highlighted weekly. The problem we are running into is that it looks like the email notification report contains all rows that…
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Need more than 150 Workflows on a form
I just hit the 150 Workflow limit on a sheet I'm making. This sheet connects to a form which, to be successful, depends on the Workflows. The set up is that users select from dropdowns on a form, which triggers a Workflow to add a new line to the sheet with text from dependent on what dropdown was selected. There are many,…
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Merged: Copy and move selective columns
This discussion has been merged.
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Workflow to copy a cell and paste its value in another cell when the first changes.
Hello everybody I'd like create a workflow to copy the value of a cell date type when it changes to another cell in the same sheet. I can trigger the workflow when there's a change, however I can find a way to bring this value to the other column without using DataMesh or Formulas. In my case I want to avoid to use these…
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Using a form to create child tasks
I've read in several places that this isn't possible but I keep getting so close I don't want to give up. The need is straightforward. When a form is submitted add a number of child tasks to the entry. Here's what I've tried Create a template sheet and use VLOOKUP or INDEX to update the the parent task, then trigger a…