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Workflow Automation Modification History
IDEA: for Workflow automations, add a detailed "modification history" Currently, the Workflow Automation only lists the Created By, Created Date, Last Modified By, Last Modified Date, and Last Ran on. This is missing critical information. It doesn't show any changes to: Automation name Trigger conditions Actions Recipients…
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Rule-Driven Column Visibility for Workflow-Based Sheets
Conditional Column Visibility Within Sheets (Dynamic Columns Based on Filed Selection) Forms in Smartsheet support conditional logic. However, the sheet interface itself does not currently support rules-based column behavior. We are requesting the ability to define logic that dynamically controls column visibility based on…
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Getting errors trying to transfer ownership of a sheet
We have MANY sheets to transfer. This is as a result of our company domain changed (hii-tsd.com to hii.com). So we transferred ownership to 3 people (myself included) on the Portal Team, who manage the Smartsheet files. I had a co-worker on the portal ACCEPT the email that was sent to the shared mailbox, and then the…
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Update Request Errors
Hi, We’re encountering errors when attempting to open an update request via email. Please see details below. Could you advise on the cause and next steps? Thanks
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Automation: Ability to add a condition to workflow branching off from an unmet condition
Today in automation workflows you can only and conditions to flows that pass previous conditions. It would be helpful to be able to add conditions to the flows that stem from failing previous conditions. Scenario: I want automation to change the status of a task based on it's Target (completion) Date and it's Actual…
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Ability to add Comments or Notes through the Approval Request automation
Currently the Approver can only review the Approval Request and only either can "Approve" or "Decline". Is it possible to add the functionality to add Comments / Notes with the approval or decline action directly through the approval request (without needing to open the sheet and edit certain column) to add comments or…
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Add email address to Workflow
First of all, I use Smartsheet Gov. I have the following workflow set-up. I wish to add another component to it, but I am not sure how to do it. In addition to the date being recorded as shown, I also want an email sent to a specific address. Oh, and I also need to have the Trigger set so it ONLY works when today's date is…
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Anyone having issues with Update Request Workflows?
Hi all, I have created some Update Request workflows and I am testing to myself. I am not getting email subject and body context in the Update Request Email. What I am getting is, Email Subject: "Update Request for [Sheet Name]: [Workflow Name]" and in body, "Please Update My Online Sheet". I have a specific Subject and…
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Workflow not triggering from Helper Column
Hello, I am using an Appsheet app to update a Smartsheet 'metadata' sheet with a status. I have various other sheets that will then be updated based on unique ID's as their status changes on the metadata sheet. Since Smartsheet cannot run a Workflow on cell's changed with cross-sheet references, I have created a "helper"…
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No notifications - intake form
Hello! Happy New Year. I have an intake form and i would like to receive notification in my email when any person submits a request. It seems sometimes i get the notification and others times, i do not. There is a delay. Now i am not getting any notification. I am looking at the management automation workflow and i don't…
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AUTOMATION SEND FROM: FULLY CUSTOMIZABLE MAIL DOMAIN
I've made an automated mail that is informing our clients about their project. But, the main issue is that the @smartsheet.com @app.smartsheet.com is often ending up in their junk or spam folder. So, my wish is that the Send from function could either be the mail adress of a contact in a certain cell or just a fixed value.…
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How to Create a Scalable SharePoint–Smartsheet Document Integration Workflow?
Hello! There's a team in my org that uses SharePoint as their document repository, and nearly all of their Smartsheet row attachments are duplicates of files stored in SharePoint. While they can attach SharePoint URLs, it’s manual and not scalable for hundreds of sheets. They are looking for functionality where: Users can…
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Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
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Is there a Limit to the Number of email addresses you can add to a workflow?
I created a workflow that if something is added to a field in the worksheet a workflow will trigger and send an e-mail to muptiple people that have been added to the workflow. I am trying to find out if there is a LIMIT to how many e-mail addresses you can have, I currently have over 40 and some people are getting this but…
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I can't log in to Smart Sheet
Is the "500 Internal Server Error" message due to the problems the platform is experiencing today?
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Bridge Workflows - Not able to add elements or states to workflow after adding Conditional Junction
Hi Community, I am building a workflow to automatically add 6 child rows to a parent row (which is entered by the user via forms). I am adding a conditional junction to check if the row is added by the bridge workflow or not. However, when I add that condition I am not able to add elements to the success state or fail…
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APPROVAL SETTING VIA "ADVANCED OPTIONS" - APPROVAL WORKFLOW
Hi All, Need you support for the the issue. I was in the process of making an approval workflow for petty cash request, the problem was when i want to combine 2 different confirmation workflow by Requester to be appear in same column (Confirm), but mention notification like in the screenshot attached. The workflow consist…
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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
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Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
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Issues with Attachments
Ok, I'm not new to Smartsheet but recently this simple automation has had me stumped. Pictured below is a simple automation we use to verify that an attachment has been added to each row in our system. IF attachment added or changed, THEN Change Cell Value. These worked beautifully all over our system until about a month…