- Basic automation not working
Hi, I've looked over the other answers related to similar questions, but none of the things mentioned are helping at the moment. I've set up a basic automation to alert us to a new submission, but none of us are getting notifications when the submissions come in. Could someone take a look at my automation and see what I…
- Removing rows based on a value
我已经创建了一个onboarding training template for new hires at my company using the following (https://app.smartsheet.com/b/publish?EQBCT=2a335ca126274786adde88923187b3ca). I've removed some of the original reporting features and added our own. I need to create a version of this that can automatically remove, and re-number…
- 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…
