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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…
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Streamlining Production Planning: How Smartsheet Integration Saves Time and Boosts Efficiency
One of our clients faced the challenge of their planning team constantly needing to check a shared Google sheet throughout the day. The process of reviewing the data multiple times and manually updating the schedule was time-consuming and prone to errors. Missing any crucial information could potentially disrupt their…
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Workflow becoming invalid
Hi! I am struggling with one workflow on a sheet. I have a total of 11 workflows running on this sheet, but none overlap, but they do play off one another. The one that keeps becoming invalid works 3/4s of the time but fails that 1/4. Please advise on how to fix this! Workflows (Workflow 2 is the only one that becomes…
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Merged: Required Fields in Automation Workflows
This discussion has been merged.
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Remove an update request with a formula or workflow?
I have a sheet that will automatically request an update if certain parameters are met. But sometimes the fields get marked directly through the sheet instead of through the update request form. Is there a way to automatically remove the request update if the parameters are met through the sheet? For example if there is an…
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How can I verify an update request was sent?
I have an update request workflow that sends to contacts in a cell and is triggered when a specific dropdown value is selected. After setting the value and saving the sheet, there is no update request icon on the left side of the row and they are not appearing in the update requests panel. However, the workflow itself is…
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How to get symbol to automatically update in destination sheet when it updates in the source sheet
I have rows copying over to a new sheet whenever column C is a certain name the box in column J is checked. Source sheet: Destination sheet: I would like a formula to automatically update the symbol in column L of the destination sheet to match the symbol in column M of the source sheet when the rows of columns A, B, C, D,…