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DataShuttle Error: Access Token is Invalid
Hi, I have a datashuttle that's been working for several weeks but today gave the error: Workflow Execute: Your Access Token is Invalid. I didn't use any API to create this datashuttle, and we don't have JIRA connected.
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Workflow Not Working
I have a workflow to copy rows to another sheet if a checkbox is checked (the checkbox column has a formula in it to make it checked depending on another cell). Please see the attached images for what the setup looks like. The rows are all pre-populated due to formulas required in each to calculate out information. That's…
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Managing Change Requests on existing portfolio of projects
Situation: about 85 projects in a portfolio. As PMO, want a simple tool for project managers to submit change requests for major changes to their projects, principally to request a change to end date and provide a rationale for why the date needs to change. Ideally, a link from the project plan that allows a form pop-up to…
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Populate multiple metric sheets with cross-sheet formula(s)
I'm looking to improve how I've set up several metric sheets to make sure data is staying up-to-date. The components of the workflow are here: Sheet 1 = This is the reference sheet that is used in reporting. Our billing department uses it to track claims. It's a basic sheet with a simple automation that moves rows to an…
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Anyway we can automate SmartSheet to remove / delete rows.
I have a dump sheet that needs to be clear every day. Move row does not work, its adds another step into a simple task.
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Alerts Not Working
Hi, We have created an Assigned To field (Contact List property) and set up a workflow to alert the person in the assigned to field when rows are added. The alerts are not working though when we submit a test request. Is there something that we should be doing differently? Thanks, Ara
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Multiple workflows in one sheet
Hey all, I currently have a source sheet with information regarding students in our organization's program. The first image is a screenshot of the source sheet with each student as a row. The workflows I have created are meant to add each student to a sheet that corresponds with the grade and CC lead as each lead has a…
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Unable to change cell with using an automation
I am trying to create an automation that changes a cell when another cell changes. For example: When status column field changes to On Hold, the Health column field is to change to the yellow circle (symbols option). It does not give me the option to select the Health field. Does it have to do with being a symbol?
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Automated Workflow - Triggering Alerts to Emails in Column on Sheet
Hi There, I was setting up an automated workflow for one of my sheets but ran into an issue. I want to alert the person (whose email address is a data cell on the sheet) when the status of a cell has been changed to "Order Completed". The trigger conditions for the workflow are fine and make sense but how can I designate…
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Workflow Automation - Primary Column
I have renamed my Primary Column to 'Location Name'. In my workflow I would like to reference the Location Name in the subject line. My subject line reads {{Location Name}} - New Project The Location Name is not being transmitted in the email resulting from Workflow Automation. I have tried changing it to {{Primary}},…
