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How to auto send an Excel spreadsheet only when sheet changes are made?
We have set up automated workflows for a Smartsheet and its associated sign-up form that we've created. Current state: We have a team who receives an hourly notification from the sign-up form if there are any changes to the form. The email contains a link. What we want: The team prefers to receive an exported Excel…
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If statement in parent row to delete children row?
I am working on a sheet where a task is to validate a set of data. If the data fails there is a follow up task to revise, if it passes the next task is to launch. Right now I have these all set as rows. But I wanted to see if there was a way to insert a checkbox for pass/fail and then based on whether that pass or fail…
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Workflows randomly not running
I have a smartsheet that pulls data from a different one, and with this a verifier that changes are being made. This verifier has a workflow automation that triggers on rows changing that is supposed to change a cell, but will randomly stop working. I've checked the cell history to verify its actually changing, and it is.…
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"Send to specific people" workflow reset when sheet is copied
As a project manager and smartsheet admin I have found it very useful to setup workflows that notify ME when other people make changes to smartsheet, however, I find that whenever I create a template from a sheet with all of these workflows setup, or even just "Save As" one of these sheets, all of the selected people in…
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IF Statements to JOIN or Concatenate cell values from 1 sheet into another
Hi, Needing some help to figure out the best way of setting up some automation.... I have a worksheet "Automated Assistant - Calling Mode". I have a bunch of workflows created to select certain items (tasks) in a multi select column "Next Action" column... See screen shot "Calling Mode sheet to show results." So right now,…
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Can I copy individual fields (within a column) to another sheet in particular order (Workflow)
Dear all, Can I copy individual fields (within a column) to another sheet in particular order triggered as Workflow process? I have a main sheet that is used to capture activities and statusses. Based on a specific status a part of the information (in specific order) will need to be copied to a new sheet to make it ready…
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Workflow E-mail Notifications
Hello! I am working on a workflow automation but i am not receiving the Request Approval e-mail notification as expected. I put my email as the Director for testing purposes and selected All Fields in Advanced Options, plus to include the options Approved, Rejected buttons. Please see below the steps I did. To me it should…
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Notification when a specific task changes
Hi. I would like to configure workflows or notifications so that if something changes (say a conversation) in a particular task, then the people who are listed in the notification column will get an email notification. We are going to assign tasks to team members, so not everyone will want a notification when every task…
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Include child rows in approval request
Hi all, I'm hoping that you can help me find an easy solution to an issue I'm facing. I publish two monthly newsletters (External and Internal editions in the screenshot below) and the first step of my prep work is to have my manager approve my proposed lineup for each edition. I'd like to send an approval request or…
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Moving from JIRA server to Cloud with an existing smartsheet integration
We currently have an integration with JIRA server and Smartsheets for a datasheet. Is there a way to migrate from JIRA server to cloud without impacting any data? Will smartsheet maintain the links to JIRA cloud after the migration.