Best Of
Re: Automated emails outside of smartsheet users
Workflows are an amazing tool to automate manual tasks! To set up an automation to the students individual email when a status is changed, please see below:
Step 1: Ensure Your Sheet is Set Up Correctly
- Verify Columns:
- Student Email: Contains each student’s email address.
- Status: Tracks the status for each student (e.g., "Pending," "Accepted," "Rejected").
- Trigger Column (Optional): If needed, create a helper column to further refine when an email is sent.
Step 2: Create an Automation Rule
- Open your sheet and go to Automation in the top menu bar.
- Select Create a Workflow or Manage Workflows.
- Choose Custom Workflow.
Step 3: Configure the Trigger
- In the automation editor, select Trigger.
- Choose When rows are changed.
- Set it to trigger when the Status column is updated.
Step 4: Set Conditions (Optional)
- Add conditions to filter which rows trigger the email:
- For example, "Status is 'Accepted'" or "Status changes from 'Pending' to 'Rejected'."
- Click + Condition to specify these filters.
Step 5: Add the Action
- Under Action, select Alert Someone or Request an Update (for more interactive emails).
- In the Recipient field:
- Choose the column containing student emails (e.g.,
[Student Email]).
- Choose the column containing student emails (e.g.,
- Customize the email content:
- Add dynamic fields using placeholders (e.g., “Dear {Student Name}, your status has changed to {Status}.”).
- Include additional details if needed, like deadlines or next steps.
Step 6: Test the Workflow
- Manually change the status for a test row to ensure the email is sent correctly.
- Verify the email content and formatting in the student's inbox.
Step 7: Save and Activate
- Click Save to finalize the workflow.
- Ensure the workflow is toggled ON to activate it.
Please let me know if this helped you out!
Thank you,
Re: Copying data from one sheet to another
You can't do it with core smartsheet automations, but if you have access to Smartsheet Datamesh or Bridge you could use those.
Alternatively you could use a third party solution like SmartLink.
Darren Mullen
Re: [RECAP] The Power of Authenticity in the Creator Economy
Such a good episode! Feeling very inspired.
Alison C.
[RECAP] The Power of Authenticity in the Creator Economy
Hi Community,
If you've ever been curious about the creator economy, this episode of the Brand Collective podcast is exactly what you need.
Meet Jamie Chicoine Chartier and Lucrèce Sicat Loe, Amazon Europe’s Head of Creator Marketing and Head of Influencer BD. Their combined expertise makes them the perfect guests to introduce us to this fascinating world!
Here’s what you can expect:
- Find out why keeping it real matters to content creators’ growth.
- Learn how niche branding helps creators stand out, spark connection, and grow communities that care.
- Unpack the global differences in the creator economy, from audience engagement strategies to brand partnerships.
🎧 Join the conversation. Name a creator that truly feels relatable and authentic to you.
On the episode, Jamie and Lucrèce share many reasons why customers trust creators who are honest and human. Think of the content creators you enjoy — Who is a great example of those characteristics?
Happy listening!
---
Want to check out more Podcast Recaps? Find them all here. ✨
Rebeca S.
Re: Dashboard Custom Background Colors | Closely Align With Your Brand Colors
How long until Smartsheet allows us to create custom theme's I wonder… There's a lot more in a dashboard than just the background colours.
Ryan Catling
I'm building a form which will ask for an address.
Can the USPS validator tool be integrated?
Jessica 4840
Re: Introduce yourself & get to know your peers!
Hey there! My name is Marlei' and I work in WA State government. As the Smartsheet Administrator and SME for the agency, most of my time is spent creating, maintainting and troubleshooting Smartsheet solutions. My favorite component of Smartsheet has to be WorkApps. Love that I can put many resources together for individuals & teams to have at their fingertips!
I am a mom of 6 adult children, have 2 grandchildren, 2 godchildren, and 4 dogs. Oops… almost forgot, a husband too :) As a family we love to camp, play games/sports and travel. Leavenworth is our favorite holiday family getaway.
Picture: Kona & Kali - Frenchtons (French Bulldog/Boston Terrier)
Marlei
Re: Create a list in one column from multiple columns
Hi @jrlschumacher !
I would use a combination of IF and ISBLANK statements like the following:
=IF(ISBLANK([BC?]@row), "BC", "") + ", " + IF(ISBLANK([IMM]@row), "Immunizations", "") + ", " + IF(ISBLANK([OE?]@row), "Open Enrollment", "") + ", " + IF(ISBLANK([SCRN]@row), "Screening", "")
The comma between each statement will allow it to read as a list rather than a run on word.
Hope this helps!
AKnight
Re: Create a list in one column from multiple columns
You would need a series of IF statements strung together.
=IF([BC?]@row = "", "BC, ", "") + IF(IMM@row = "", "Immunizations, ", "") + IF([OE?]@row = "", "Open Enrollment, ", "") + IF([SCRN?]@row = "", "Screening", "")
Paul Newcome
Re: January Question of the Month - Join the conversation and receive a badge
Something on my bucket list would be to refurbish a dilapidated building and turn it into a house.
AnthonyxXx