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How to get Automation Email to work
Hi, Ive been trying to get an automated email to work since last September and had to give up back then, although thanks to Andree I made some progress and thought I had it fixed. I enabled the automation for the first time this month after a couple of trials to myself and it doesn't work again. Smartsheet support are no…
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Approval Notifications or Simplification for multiple workflows
Currently, if you have an approval workflow that has Mutiple workflows, it will send notifications for each of the workflows. To prevent this, you have to add another condition prior to the notification. Basically, the first condition is not relevant once it gets past the approval notification. I would like the first…
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Allow "Move Row" or "Copy Row" to run on a time basis versus only "when triggered" for automation.
Recently ran into a hiccup where a "Move Row" action did not fully complete when an automation was triggered again and resulted in rows stuck unable to move to another sheet. I reached out to support and was advised to update the timing of the workflow to a time basis to prevent the issue from reoccurring. I tried to…
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Best method for saving updates across 2 sheets
Hi, I hope all reading are well! I have a question relating to the best way of obtaining updates across 2 smarsheets. Sheet 1 contains multiple columns of data, which are imported on a weekly basis from a 3rd party app. Each week the data from the previous data is overwritten with the new data. In Sheet 2 I would like to…
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Move row workflow not running
hello i have run into a problem where i have a workflow setup that automatically moves a row to another "Active" sheet when the decision column is set to active, and it works fine when i do it manually but i tried to add a vlookup formula to pull from another sheet that is filled from a form since you cant use forms to…
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Multiple Time Based Alert Workflows
Hello, I have two alert workflows: 1) Send an alert to contacts in a cell on M/W/F at 11:00a.m. 2) Send an alert to contacts in a cell on T/Th at 5:00p.m. My question is: In this scenario, does the workflow only look at the day it is scheduled to run? i.e., Workflow runs at 11:00a.m. on Monday, looking at all changes made…
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Moving singular cell data into a sheet from a master sheet with autonomy?
I am sure this has been asked before, but I have scoured many forums and attempted many solutions but to no avail. My issue: I have a sheet (let's call it master) that holds metadata. I also have another sheet (let's call it Department) that relies on a single piece of metadata from Master, but also requires the ability to…
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How do I email a central database of contacts?
Hi Everyone, I have two separate sheets. Sheet 1 is a database of all my different suppliers, which has their name, email, and specific item which they supply. Sheet 2 is where I specify what item I would like to procure at a certain time. Once I specify the item I want to procure in sheet 2, How do I automate an email to…
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Duplicate Automation Email
Hi all. I am trying to notify a coworker when a customer has multiple entries on our sheet. I currently have it set up so they are notified, but it only includes the new line that was added showing it was flagged as a duplicate. Is there a way to have the email show both rows in the email notification?
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Upload Data Shuttle Flow Deleting Rows in Target sheet
Hello Smartsheet group, I am facing the same issue trying to test an upload workflow. I have created an upload workflow that will pull from OneDrive - XLSX file and replace the rows of information into my target Smartsheet file. For some reason the target Smartsheet file is only deleting the rows of data and not uploading…
