Not sure if this is a question or a bug report - I have a sheet that is set up with an intake form. Users have to be logged on the system in order to submit a form. I had an automation set up to notify a set of contact when new submissions were added, with "Send from Triggering User" option enabled. All was working fine.…
AW Placement request form below takes in all of the school placement requests via a form. Once the column AW REQUEST STATUS is 'approved by leader' it is automatically moved to Students/Instructors - AWI The ANCHOR ID transfers over from AW placement request sheet to students\instructors - AWI - when approved by leader…
I am trying to set up a sheet so that every time a due date is coming up, they get a notification the week before. I have attached a test automation sheet that I have set up, as well as the automation, but I received no email.
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
Hello, I am managing a list of products where our customers often re-order the same product the following year around the same time. I want to copy the product specifics to the bottom of the sheet once it is checked as delivered and add a year to the due date. This will allow us to plan for the product delivery the…
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Good afternoon, We are trying to have data moved from one sheet to another every month using automations but we are running into the issue that once the sheet gets too big (too many rows) the automation will fail to move specific rows out. I am looking for a solution for this issue and an alternative to manually copying…
I'm trying to create an easier/faster way to track attendance at the multi-week classes that our health educators teach. Currently, they have to enter in static information every time they complete our outreach tool (like, address, timing etc) and I am trying to make it so that they only have to enter that information one…
If I apply for PTO, I want to make sure it's getting subtracted from the "WR Balance Before Application" and it would be straight subtraction selecting cells & it's sorted. The main formula I am looking for is, If I apply again, my "WR Balance Before Application" should be the latest "WR Balance Left After Application"…