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Document Generation - multiple templates with similar conditions
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…
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How do I proceed If i would like to have an automation email produced once a row is added
I have set up a triggers but if 2 peoples send a request at the same time, the confirmation email has been produced with both request on the same email. Is there a way to have one request per email?
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Automation Trigger Help
In the Project Management Learning Path via Smartsheet University, I'm running into an issue where it will not allow me to run the 'Regular Task Update Request' weekly on Monday, Wednesday, and Friday as the instructions ask me to do. My only options are X days before, X weeks before, X days after, and X weeks after. There…
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Automated Workflows not triggering
I have a sheet that collects responses from a form and when a row is added, a workflow should then be triggered to record the entry date. This would then trigger another workflow to copy the rows to another sheet and nothing… Even though the criteria are met, the workflows are not triggering and IF it does, it takes a long…
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SmartSheet Automation - Notify Emails not triggering at all
Hi all, I've ran into an issue where on all of my sheets I have that's shared out to dozens of users and are on the distribution list to receive emails based on rows added/changed with criterias to trigger email sendouts to them. This has been working fine the past 2 years. However, as of 2 days ago all emails have stopped…
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Automation to send Email NOT 'Reminder' Notification
I have an automation set up that sends an Email notification if an item is incomplete to the contact, and it has been running smoothly for 4 months. I get both a copy of the email as well as a notification in Smartsheet that looks like this. I recently deactivated the automation because of the Holiday's and turned it back…
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Hyperlink manual trigger data shuttle workflow
As of now the data shuttle workflow can only manual trigger in the data shuttle page by clicking on "Run". My idea is to allow user to trigger running a workflow by hyperlink/webhook. So user can add the link in their dashboard as a function of Button. To manual trigger the data shuttle workflow when they are reviewing the…
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Change a cell value to the triggering user
If we check a checkbox in a sheet/report, is there a workflow automation that allows us to stamp/change the value of a cell to the person who triggers that workflow? Understanding that Owners/Admins can check this data within the Activity Log/Cell history. The visibility on the sheet would be helpful.
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Automation triggers not sending emails anymore
I have multiple notifications from a few days ago that say: Smartsheet Automation: Due to a recent automation permission or sharing change, the following people aren't receiving alerts from your workflow: I have changed the "fill in" columns to "contact list" and it looks like the automation is set up correctly, but still…
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Workflow not triggered when row changes
I have a two workflows to update Status and %Complete when either is changed by the user. For example; If %Complete is not 100% and Status is changed to Complete, then update %Complete to 100%. The trigger does not activate and row values do not change. Is there a delay or some other action needed to trigger?
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Gmail to smartsheets connection
I'd like to have smartsheets automation to send an email, but it should not look like its sending from smartsheets. Currently, there will be a smartsheets header in the email, but since I'm sending it to people outside my organization, it would be unprofessional to do so.
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Workflow not triggered when a new row is added.
Hello - I created a workflow, to ensure that anytime a new row is added, it will by default, check the "Show on Report" field, which is unchecked by default currently. -The trigger is "When a new row is added" and Run "When Triggered" However, I have added a number of rows as a test over the past hour and it hasn't checked…
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I fixed my issue but why? - Notification email delayed by 1 day
I have a sheet that notifies people when they need to review a document based on when it reaches its expiration date. The idea is that people are sent an email notification 90 days, 60/30, and 7 days before it expires so they can take action. I have the date the document expires in one column and in another column, I have…
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Why does my date automation disable with work management connected to column?
I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled. Is there something I'm doing wrong or I can be doing differently?
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Weird Trigger action on workflow automation
I have a workflow automation on sheet 1 that copies a row from sheet 1 to sheet 2 and sends an alert to my email when it is done. The cell that triggers the automation (a checkbox in sheet 1) gets populated by another sheet (sheet 3) and as such the rules say that the workflow will not be triggered and the row will not be…
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How to send automated daily digest email of updates
I'm trying to set up an automation to send a daily digest email of updates to users linked to an item in Smartsheet. I have a smartsheet where each row is an event. When any cell in that row changes, I want the users involved to have some notification of the change. My current automation is triggered "when rows are…
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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
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Multiple Problems on Same Sheet
I'm having multiple issues right now with this sheet I am trying to create for an inventory. 1: I created automations to generate documents, two different automations based on the Name of the item added. This worked but was creating multiple documents on the same row at the same time, and thus triggering an alert to a…
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Accurate trigger behavior when testing automations with weekly frequency
The "Test now…" feature currently doesn't reliably reflect what will actually happen when an automation is triggered. I set up an automation using "When a row is changed" as a trigger with a weekly frequency. I wanted to send an update request for only rows where the status had changed to Approved over the last week. When…
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Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…