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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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Automation Workflow to send an Email after 2 Cells have been changed
Hi Everyone, I am using automation workflow to help send an email with various data after 2 cells have been changed. For context, these cells are in consecutive rows. Is there a way to use a workflow to send an email ONLY after both cells have been revised? Does Smartsheet have indexing capabilities to achieve this?…
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Is there a way to automatically extract the activity log?
I have an extraction of the activity log every week and I was wondering if there is a way for an automatic extraction of this log
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Alert - Send to contacts in a cell not working
We have a simple trigger to run when rows are added/changed to alert the task owner (contact column). Its set up as "Send to contacts in a cell" and none of my users are receiving the emails. One user received 20% of the emails… but like 5 hours later. When I run test on a row… I receive the email no problem.
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Run a formula on a destination sheet when rows are moved to it
I'm migrating a manual process we have into Smartsheet, and keep finding new hills to climb! : ) Essentially the process will result in document generation (PDF) after different team members submit info onto a sheet using Forms. First, I found a formula solution that worked for me to combine all sheet data (from columns)…
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New feature to track, monitor and manage all notifications that are being sent out via Automations
New feature to track, monitor and manage all notifications that are being sent out via Automations. Goal: To check and audit that we aren’t sending too many notifications to people, and verify that people we think are getting notified are actually being sent alerts.
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google drive integration storage best practices
We are an enterprise higher ed group familiar with Smartsheet, but new to using the Google Drive integration. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. I've gone through the…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Document Generation is adding fillable forms in PDF
I am almost to the end of this task from a couple smartsheet forum question, (lol). I am trying to build a generated PDF as normal with linking of the fields with what fields should go where. For some reason however now Smartsheet is adding fillable form fields that are not on the PDF for some reason? The sheet is empty…
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Change "end date" based on status changes
When an end date is used in a dependency setting, you can't use automation or formulas to change it. However, this is when it is critical (pun fully intended)! When someone marks an item as Completed status, it would be helpful if the sheet could update the End Date column to the date it marked completed. For dependencies…