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Data from submitted forms
We are starting to utilize forms but i have no idea on how to link those forms to a spreadsheet I'm pretty sure it can be done through workflow but I'm stumped. I either need to be shown or a dumbed down version of steps.
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Is it possible to make a work flow app
Hello, I am wondering if it is possible to create a workflow app that takes data from my sheet, and based on the value of one cell in a column, makes that row visible to another user so they know they need to complete that rows "job", and then with a click of a button on their part, mark it as complete, and it then moves…
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Auto check all check boxes in a column
Hello! I have a sheet with a check box column where end users select the check box to nominate a speaker which will trigger a separate workflow. The issue with individually selecting is that there can be upwards of 100 speakers on the list. Is there a way to have an option for the end user to click one check box or choose…
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Merged: Make fields required in update request workflows
This discussion has been merged.
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Deactivate Workflow
When I deactivate an approval workflow that has current approvals pending and activate a different workflow, what occurs with the prior submissions. Do they follow the initial workflow that has now been deactivated, or follow the newly activated workflow? We are wanting to change approvers, but need to understand when…
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When a copy row automation is triggered, is there a way to only copy certain columns/cells?
When a copy row automation is triggered, is there a way to only copy certain columns/cells in that row? I saw in a post from 2020 that this was not possible yet. Is this possible now in 2023?
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Moving Data from one sheet to another
We have a 'Request for Quote' process where a customer will ask us to quote them on fabricating some weld work. We place this information in a sheet "RFQ" Sheet, with Unique Quote Number, Product Name, Start date, End Date, Company requesting quote name, Project Manager Name, Internal Project Manager Name, Outsource Needs,…
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Attachment link is not being added into the triggered notification
Hi all, I am trying to create a workflow which gets triggered when rows are added and when an attachment is added. In the 'Action' I have selected to alert people with a message that includes the Attachment, link to sheet and 5 fields. But in the triggered notification only the fields and the link to the sheet are there.…
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Copying a value from a multi-dropdown to another sheet
Hello, I have a sheet where one of the columns is a dropdown with multiple values in each cell; need to know if it's possible to copy a specific value from those in the cell to another smartsheet with a multi-select dropdown. Thanks in advance.
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Email notification with parent row are illegible!
Hello from Hamburg Germany, Unfortunately we receive the content in the email notification with the parent row illegible! On the other hand the email notification without the parent row is just perfect >> see the comparison 😏 How we can get the email notification with the parent row in the same style as the email…