-
Form Submission Triggered Full Sheet Approval Automation
Just had a single form submission trigger an approval automation for every row in the sheet. The sheet is set up to send an approval automation once a user submits a request via form. In this case, once the form was submitted the automation triggered for every row in the sheet where "Principal Approval" was blank, even…
-
"Request an Update" Automation Errors
For some reason, when non-licensed contact users are sent fields to update via the "Request an Update" automation they are now prompted to get a Smartsheet license. We've gotten several complaints from customers, and our data is being negatively impacted as a result. This is a new error that seems to align with the roll…
-
Automations not working in Table view (large table opt in)
Since I switched a sheet from Grid to Table View July 6th, none on my automatons have run. I even tried replicating an automation and got the following message: This is causing us a major headache as this process has worked fine for over five years with no issues
-
Automations Errors
Every week, I export my employees' time from QuickBooks to Excel and import that data into a new Smartsheet. I have an automation that copies those imported rows into a template sheet that formats the time data. Within the template, I have separate automations for each employee. Each workflow uses the employee's User ID to…
-
Checkbox not triggering Automation
Hi, I have a very simple automation set up where if the box is checked, change the dropdown column for that row to COE Team. I tried it and it didn't work. I waited for about an hour to see if it was taking a long time but it still is not working. There is no formula involved with the automation so it would be a manual…
-
Automation Between Sheets?
Hello! I have 2 sheets and I'm trying to design some notification automation between the two of them and I'm not sure what I want is within SS' capabilities. Sheet 1 has an application associated with it, Form A. An applicant fills out Form A and the data is all populated in Sheet 1, the relevant info for this question is…
-
Adding Grid Fields into an Automation
Hello Folks, I have an automation that emails/notifies me when someone fills out a form (see Figure 1). The form has several fields, and I'd like to embed those in the subject line of the email or body of the email. I am able to get the information in the body of the email as that's how SS is set up, but I'd like to embed…
-
Embed Smartsheet fields into Automation emails
It would be great if we could embed Smartsheet fields into the body of an automation email. For example, I have several emails going to different departments and if the auto email could be set-up like below, it would save time, clicks, confusion, etc.: <<Smartsheet field1>> has submitted a new request. The request…
-
Email placeholders giving string of numbers?
I have never seen this before. I have an automation to send out an email and i have some placeholders. e.x. {{Ticket ID}} so would show {{10}}. When the email sends it doesn't send 10 but instead {{c:3029598009636}}. I made sure the Info inside the placeholder is correctly spelled and looking at capitalization is the same.…
-
Is there a way to upload an excel file to replace a current sheet?
I have a 6 column, 10,000+ row sheet that feeds into other sheets of data through vlookup formulas, that I update on a weekly basis with new information from an outside source. the columns stay the same but the row #'s vary. is there a way I can upload the new excel version of the data to automatically upload the existing…