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How do I best link a list of entries in one column to an entry in another column?
What I'm looking for is the ability to create a list column called "Product" and have another column called "Options" which would have another list of entries filtered based on the selection in the "Product" column. Any help would be greatly appreciated.
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Assigned Person Changed in Automated Workflow
I created a round robin process that takes the next person on a list of people and automatically assigns a project to them when it is added to a project list. If that person is out of the office, I created an automated workflow where if a project was assigned to them to re-assign it to the next person on the list. The…
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Smartsheet alerts in MS teams - clickable URLs?
Hi there, One of our Smartsheet use cases is tracking content on a specific topic area (ESG). I added an automation that sends an alert to a dedicated MS Teams channel whenever a new content item publishes. However, the URL comes through as plain text and is not clickable. The URL is clickable in the sheet and I'm using…
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Data shuttle - compare entries between source file and target sheet
I need to compare entries from the source file to entries in the target sheet (form in the target sheet creates these entries). If the entry is in the source file then I want to leave that entry in the target sheet BUT if the entry in not in the source file, I want this entry to disappear from the target sheet and need to…
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Merged: "Send from" contacts in a cell or specific person enhancement
This discussion has been merged.
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Use Workflow to Send Attachment to Slack?
I've managed to setup a workflow to send a message to Slack. However, I'd like to have the attachment in the row be send to the Slack channel and when I attempt it's not showing the attachment.
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Workflow - How to send 1 email with Multiple Row info
Hi, I have a sheet that has multiple contacts. Each row has unique information that I want to send the contact. (i.e. Contact 1 has 3 rows with their name, Contact 2 has 4 rows with their name). I want to send 1 alert to the contact person with ALL of the rows that apply to them. I need to do this 1 time a week. I can't…
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Allow Workflows Include Attachment to Slack Channel
It would be nice to allow a workflow add an attachment to a Slack channel. For example, I use a sheet to hold data for a new hire and a PDF is filled in with the information within the sheet. Then on the start date of the new hire I'd like the PDF to be posted in the team Slack channel to welcome the new hire.
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SS Automations not working, not sending email notifications due to not working.
The automation I've created to provide my team with notifications of when their contractors submit responses is not working. The automation used to provide email notifications to each contract monitor but now they are not receiving anything. In addition, when the contractors submit their responses, they don't receive a…
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Creating a workflow automation, keeping getting the error, "Workflow failed. Please try again."
How do I fix this notification?
