- Auto check all check boxes in a column
Hello! I have a sheet with a check box column where end users select the check box to nominate a speaker which will trigger a separate workflow. The issue with individually selecting is that there can be upwards of 100 speakers on the list. Is there a way to have an option for the end user to click one check box or choose…
- Automation Workflow Action - MOVE ROWs (Duplicates) is somehow moving everything
Business Need - I built in workflow automation to COPY row to this master sheet when status changes. That works as intended. However because I'm using COPY row, it then add "duplicate" rows onto my MASTER sheet. Next Step... On the MASTER Project Portfolio sheet, I've built in series of background columns and formulas in…
- Update status in another smartsheet
I have an asset register, each with a unique asset number that also holds a status (In service, out for repair, decommissioned) I also have an asset damages log where an asset is reported as faulty or damaged and is sent for repair. If unrepairable it will then be decommissioned. My question is....... how to I update my…
- Merged: Make fields required in update request workflows
This discussion has been merged.
- Copy Rows Automation: only copy select columns?
Hi Smartsheet Community, Is there a way to set up the Copy Rows workflow in such a way that it will only copy select columns to a second sheet? Certain staff will be inputting information into 14 columns on a spreadsheet, but I only want 12 of the 14 columns to copy to a second sheet, as two of the columns may contain…
- Deactivate Workflow
When I deactivate an approval workflow that has current approvals pending and activate a different workflow, what occurs with the prior submissions. Do they follow the initial workflow that has now been deactivated, or follow the newly activated workflow? We are wanting to change approvers, but need to understand when…
- When a copy row automation is triggered, is there a way to only copy certain columns/cells?
When a copy row automation is triggered, is there a way to only copy certain columns/cells in that row? I saw in a post from 2020 that this was not possible yet. Is this possible now in 2023?
- Moving Data from one sheet to another
We have a 'Request for Quote' process where a customer will ask us to quote them on fabricating some weld work. We place this information in a sheet "RFQ" Sheet, with Unique Quote Number, Product Name, Start date, End Date, Company requesting quote name, Project Manager Name, Internal Project Manager Name, Outsource Needs,…
- Attachment link is not being added into the triggered notification
Hi all, I am trying to create a workflow which gets triggered when rows are added and when an attachment is added. In the 'Action' I have selected to alert people with a message that includes the Attachment, link to sheet and 5 fields. But in the triggered notification only the fields and the link to the sheet are there.…
- Forwarding Approval Requests
Hi All, I am developing a system that involves a large workflow of approvals. I have it set up so that the user selects a person for each approval to go to. However, I want to be able to have the person who receives the approval, be able to defer the approval to a superior if it is necessary. I found that forwarding an…
