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Workflow Email Fields Not Populating
I have created a workflow on a smartsheet that generates an email with column fields. However, when the email goes out the fields are not generating the cell information from those fields. Instead it shows the field name. For example, {Last Name} instead of the last name of the person. I have done this with other sheets…
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Forms with Workflow
Hello Experts, I need to perform a requests and processing task within smartsheet. Needs some guidance to acheive this with the following requirement User comes with a new request to process files - Need to build a form The requests should be tracked in a sheet and I should be notified with status as Open - The requests…
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Change Cell Value Automation/Workflow
Hi Community - I feel like this is simple, but Im not sure how to make it happen inside of one automation. I keep making individual but I don't think that's good form. On our newsletter sign-up form, we ask "Sector of Work" on a multi-select field. From those results I want it to add a tag in another column (change cell…
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Work flow - multiple cell change
Hello, I'd like to learn how to create a multi cell change workflow. See below. Thank you in advance
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Is it possible to create a workflow to transfer indented rows to a separate sheet?
Is there any way for the workflow to trigger and move the indented row independently from their parent row to a separate mirrored sheet (exact same set up)? My specific scenario: Tracking form numbers that fall under different categories (series/subseries). The forms are indented to be nested under their respective series…
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Automation trigger question
I'll try to describe the issue as best I can: I have a notification automation that is triggered by a row change (an attachment is added). The automation must also meet two conditions, both of which are checkboxes that must be checked to satisfy the two conditions. The first of these checkboxes triggers an earlier…
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Update one sheet using Power Automate on several Excel files?
Hi there, I have a use case where I have a bot creating Excel files daily. I'd like to use Power Automate to tak the data from those Excel files and add it as rows into an existing sheet in Smartsheet so that I can add workflows to the data in those rows. I tried setting up a flow in Power Automate, but was stuck on two…
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When Power Automate inserts data in Smartsheet, how to work correctly with formatted columns?
I have a Microsoft Form that my sales team fills out when they win an order. I have created a Power Automate flow to create a new line in Smartsheet and insert this data. I am using MS Forms + Power Automate and not Smartsheet's form because it also performs other actions outside Smartsheet. However, on the columns that…
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Calculate Start Date using a formula
I want to calculate the Start Date of a task using a simple formula. This is the Start Date column that interfaces to Resource Management, so that task and calculated Start date will be populated on the Assign To person's outlook calendar. Everything works EXCEPT the Start Date field does not seem to allow entering a…
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Data Mesh: Source vs Target sheets
Hi all, I'm creating a work flow to integrate a number of services that my team offers. There is a work sheet that captures all projects sent our way and assigns them to 1 to 3 services - and those projects show up on their respective work sheets via Data Shuttle. Currently - I have cross sheet formulas set up such that…
