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Formula to pair staff based on criteria
Hello Smartsheet community, An idea came up recently about pairing staff up who work in different divisions for a random coffee chat to increase staff engagement. We could use Smartsheet to create a form to gather info on staff who are interested in participating and what division they belong in but is there a formula I…
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Ran workflow - sheet remains blank, data not pulled from most recent attachment
I am trying to create a workflow that will merge data/adds rows when a new file is attached but every time I run the workflow, the sheet remains blank. After I attached the file, I deleted the data to ensure the workflow was working properly. See the steps I followed below. I have tried both options listed for 'source…
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How to create webhook for sheet as third party?
Hi Smartsheet Community, Our startup has fairly simple use case to update our backend systems when a third party Smartsheet document is updated that we have view access to. Based on our research, I understand that as a third party, the only way to receive webhook notification updates is by using a Smartsheet WorkApp which…
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Automated workflow - duplicating a row within a same sheet and then change some cell values
Hello, Here is the purpose of my sheet, it is a task list based on an IT ticketing request system. The new tasks are feed with a form. I also have a dashboard and reports to track tasks per user from this task list. So here is my idea, in order for my team to monitor their productivity, one specific type of task needs to…
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Alert when tasks are planned to finish after a date in another task (deadline)
Hello all! I am trying to program a sheet to alert users when any finish date in the sheet goes beyond a specific deadline task in the sheet. I foresee it working like: User changes a start date, and several tasks down the dependency waterfall, a finish date gets pushed beyond the deadline task's date, and an error shows…
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Help Needed: Workflow not triggering
Hello! I am new to Smartsheet as of last month. I found a website showing me how to send a notification when a predecessor's status is setup to "Complete": https://www.ignatiuz.com/blog/smartsheet/notifying-a-task-owner-when-predecessor-gets-completed-in-smartsheet/ Here is my setup: Row ID Column: Predecessor Copy Column:…
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Automation 'Send to....'
Hello, I know I can send to a specific cell reference and I also know I can send to a specific user. But can I send to a specific cell reference on a different sheet? The reason is I have a sheet that has a number of team members that are required to accomplish tasks, but the PM lives on a "Teams" sheet and I would like to…
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Request Update Flow - Include Information
When sending out request for Update, is there any way that the Update Page will show the Description (A Column Value) for the column that they will need to update? I know i can include it in the Update Field List, but do not want them to be able to change anything in that field. In my example below I want to include a…
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Formula to Exclude Blank Fields from a Workflow Alert Message?
I have an automated workflow setup to alert someone when a new row is added and specific criteria is met, however, I want to customize the alert message to only include specific fields if they aren't blank. Is there a way I can setup the workflow criteria with a formula so that that the message being sent will exclude…
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Workflow to Notify Project Owners
My team has a sheet that we use to keep track of our current projects. I have separate workflows set up to notify each person if they are assigned a project (their name is entered in the Project Owner column, which is a contact list). Is there a way to create one workflow that would notify just the person who was assigned…
