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When a new row is created in smartsheet get the data from that new row and use it in Power Automate
I have a Smartsheet sheet which is populated using a Smartsheet form. When the form is submitted it creates a new row in the Smartsheet and inserts the relevant form data into the corresponding Smartsheet columns. I now want to use the data from that row in a flow in Power Automate. I am using the "When a new row is…
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Copying Rows to New Sheet
Hello, I am trying to enable a workflow automation when an item's status changes to "Approved", the row is automatically copied to another grid. I keep receiving the "Rows can't be added to the destination sheet because a column has the same name as a system column on the source sheet" alert. The issue is, this is not…
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"All Fields" & Footers in Email Notifications - Revert back!
While I understand wanting to update the design of our email notifications, the changes are causing major problems for me and other users. I'm adding this as a Product Idea so people can more easily upvote and bring it to the attention of Smartsheet. The new design of the emails now only shows the first 15 rows of a sheet,…
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How do I append a completed docusign workflow?
We have a form for procurement where the requestor fills out a form for special procurement requests, it goes to docusign for signature, then goes to their director, and the completed form gets attached to the row. I want to be able to add a buyer's email to the buyer email column after the fact, and then the row…
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Visibility on Form Submission
Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see what they've requested, date, description, etc.
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Notify SS users of past-due items with consolidated list of action items
What's the best process for notifying people on past-due items? We want to set up one email notification per action item/owner or one with a consolidated list of action items per owner. Would it be possible to group them into two sections in the email, one for past-due items and one for upcoming items within the next few…
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Automated workflow for scheduled custom messages
Hi SS team, I'd like to be able to send reminder emails for zoom events via smartsheet. My contacts sign up via a Smartsheet form, then their email is added to the SS, and I am able to send a custom message to the contacts, but I'd like to be able to schedule a reminder email 1 hour before the zoom meeting. Either SS can…
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Merged: Add update request functionality to approval requests
This discussion has been merged.
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Merged: Cell with value copy
This discussion has been merged.
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Global Workflows / Single Interface for same workflow on multiple projects
We have created a simple workflow that informs us on Assignemtn changes via E-Mail. Due to the fact that workflows sit inside a sheet, we now have to update every workflow in every sheet when there is a change needed to the flow. This is already super tedious with 25 projects and growing. Tbh, it should be a no-brainer…