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How can I move columns from a row to individual tasks/ rows in a different sheet?
I am trying to conduct a survey at 100+ locations and use the survey results to generate a "custom" action plan for each site based on the responses. Once the action plan/ task list has been created I will need to track the project status of the task completion. The logic for the action plans is easy to address. I'm having…
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How do I assign a contact list cell based on the value of a contact in another contact list row cell
I have a sheet that serves as a reservation system. It's based around a contact list row called "Resource". I have a 2nd contact list cell called "Who's Up Next". I want an automated workflow either based on time /date or triggered that will set "Resource" to "Who's up Next" and then clear "Who's Up Next" Right now seems…
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Formatting on Smartsheet workflow notification
How to make formatting using HTML tag or using CSS for workflow notification (for Alerts and Approval Request). Its very useful for and impressive for user attraction to highlight the few area for example: A workflow has 6 approval step (3 for verification and 3 for approval). we can highlight the user status of approval…
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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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Approval Workflow with more than 2 outcomes?
Hi, I want an approval flow with 3 outcomes; Rejected, Approved and Approved with Comments... I can't see a way to increase the number of outcomes for the Approval Workflow. I tried adding a checkbox field for "with comments" so someone could tick the checkbox then Approve and use a logic filter to manage the flow but the…
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Workflows on cells that are connected to external sheets.
Hi, I have a problem with the workflows not triggering for values that are changing based of external links. I have looked around and have come to realization that Smartsheet has disabled the ability for workflows to trigger based on cells that are linked to external sheets. I am now stuck with a massive problem. So the…
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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…
