- Automation - Update Requests
Hi - I submitted this as a question a while back, and thought it resolved itself, but the problem is still persisting. I have an automated workflow setup whereby when someone submits a Form, they receive an Update Request. The Problem The Update Requests are being sent out, according to SS, but people are not receiving…
- Move Rows Doesn't Work When Cell is Linked?
I am trying to setup a process using Smartsheet and the move row function doesn't seem to work. My process includes 2 sheets: 1. Sheet A 2. Sheet B When I change a specific cell in Sheet A, there is an automation to copy the row to Sheet B, which works perfect. Then, I have a DataMesh setup where the Source Sheet is Sheet…
- Automation: advanced options error?
I need help setting up this automation. It keeps coming up wiht this error and I'm not sure how to fix it:
- FROM and reply to email address
So I have a sheet that has a form attached to it. We use this for our sales reps to enter sales, for an order entry person to enter them in. With this, we built automations to alert/email the order entry person of a new sale. While multiple sales reps enter orders, there are times that the FROM address shows the registered…
- Move row automation based on age of start date
Hi there - I'm looking to set up an automation to archive rows to a new sheet where the date is 200+ days in the past. Currently I've archived everything greater than 06/30/2020. I'd like to get this set up so I do not have to update the automation every few months & am blanking on the correct parameter. Which condition…
- Condition Blocks & Automated Work - Multiple verification - don't work in reverse way
I have this condition that : 1) - if user submit 1 name in column 1) verification by STC S/PM (example : aaa) , upon verified in column 1) STC S/PM Status, it will seek STC Finance Status verification "in progress" (This flow have no problem) 2) - if user submit 2 names, 1 name in STC S/PM 1) verification by STC S/PM…
- Automated Workflow Monthly Archiving
Hi everyone, I am attempting to set up a specific automated workflow to perform archiving. Normally this wouldn't be an issue however I'm using this function to try and have a chart on the dashboard to display the current months data and 11 months prior - so it is a "rolling" chart so to speak. The nature of my current…
- How do I to create a non-linear routing system?
I am working on an approval routing system that is sequential, but is unique depending on who is filling out our form. I need a workflow that will rout based on the conditions below: Supervisor only Supervisor & Department Director Supervisor, Program Director, & Department Director In the workflow currently created, I…
- How do I add comments in automated email alerts?
Hi all, I've been working with my sheet on sending automated emails to contacts within the sheet and can add specific parameters for what is in a cell. However, I can't figure out how I can display the comments in the email without having a link to the form. The reason I don't want a link to the form is because these…
- Does deleting information from a cell not count as "when a row is changed"?
Hello, community, I have my automation trigger set as "when a row is changed" in a certain field, but I noticed that deleting information from that field does not trigger the automation. Does information removal somehow not count as a "change"? If not, how do I set an automation when only certain fields are deleted (not…
