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Automated Workflow Question
I have a sheet where each row holds the details of an event. Each event has a start date, and I've set up automated workflows to send event attendees reminder messages. One flow is set up to send an "initial" reminder message 21 days out from the start date. The other flow is set up to send a "final" reminder message 14…
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Edit workflows
Hi I have 2 idea's: 1) We are not able to edit workflows under the tab 'My Organization'. We only can pause, see activity log and archive. There's no edit. Can there be an edit button to edit workflows? 2) If we have our edit rules to edit our own workflows in 'My Organization', we should also be able to edit the workflows…
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Smartsheet - Microsoft Dynamics Connector - Where do I find the Workflow ID?
Hello dear members, I am running into some troubles with my Smartsheet - Dynamics Connector, getting about 300 error messages per day for whatever reason. The Smartsheet support team is asking me for a Workflow ID of the broken Workflows. Simple question: Where do I find the Workflow ID ? I am not an admin, though cant…
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Options for creating a look up tool...
Hello! I am trying to think of all of the ways to create a look up tool in Smartsheet that can be accessed by non-Smartsheet users, without the non-Smartsheet users being able to see the back end. We will only be collecting the email addresses of the non-Smartsheet users and then returning the name and email address of…
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Automation Notifications if 10+ rows change
Hi All! Need some help with a specific Automation notification when a specific criteria is met. The automation I would be after would look something like this: Everyday 100+ lines of data are added to the sheet, this tracks a specific item. I am wanting an automation that triggers an email when 10+ of the same item for the…
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Bridge: Add Row module with empty cells
Hello - I am working a Bridge workflow to Get Row from a source sheet, and Copy Row with select columns to a target sheet. The workflow between the sheets is working great, but my question is that some row cell information will be blank from the source sheet going to the target sheet and thus my Get Row Cells Values come…
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Merged: Send a form from a workflow
This discussion has been merged.
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Workflow triggering from a cross sheet index match formula?
I currently have a smartsheet referencing data from another sheet using the cross sheet Index-Match formula. When I try to trigger a workflow when this referenced column changes, the workflow is not being triggered. I have tried "Copy a Row" and "Change Cell Value", neither work. I understand cell linking does not trigger…
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Merged: Approval Flow support more than two buttons
This discussion has been merged.
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Can I create an automation on a template in a toolkit?
Hello Smartsheet Community! My question is: Can I create an automation (e.g. to notify someone with a specific message) on a template in a toolkit that will carry over when new projects are created?