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…
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…
This idea was created from comments split from: From email name for Smartsheet automations: select a generic value versus owner. While the current functionality of automated workflows enables the creator of the workflow to select if the email should come from a generic label (such as either Smartsheet Automations or their…
Logic in Dynamic Views should work as it does in Forms - changes / info entered while filling out the form results in changes to the form based on established logic. Instead, DV Logic is applied only when a request is loaded or saved. This is a follow-up to an old discussion on Dynamic View logic behavior (here) PAIN…
I currently have 2 sheets, sheet 2 has dates cell-linked from sheet 1. In sheet 2 I wanted to use the "Change Cell Value" action whenever the linked date changes in the sheet to save "Yes" in a column called Date Change. However I see that even when the date changes the workflow is not being triggered. I have read that…
Just as the title says. It's really frustrating when you want linked cells to trigger a workflow but you can't.
I would love to see the ability to create, update, and administer workflows in Control Center provisioned projects. A few use cases: We recently completed our implementation of Control Center and migrated our live projects into the new framework. Some of the blueprint templates have alerts configured and it would have been…
What order do the workflows get executed in? I have a workflow to move a row, but it can only be triggered right away. If that happens will other workflow items also execute? Other workflows trigger off the same change and I need ensure they don't get skipped.
Hello All Just trying to figure out it if it is possible to create a Smart sheet workflow from Jira Cloud to smart sheet and within the workflow only connect it to a single ticket or Epic. We do not want it to pull the data in from the entire project. It is a Jira Work Management. Trying to figure out if there is an option…