Best Of
Re: From email name for Smartsheet automations: select a generic value versus owner
This is one of those things I couldn't believe wasn't possible when I Googled for a solution. This is desperately needed, sooner rather than later. Assuming that the person who builds and maintains the Smartsheet is also someone appropriate to appear as a business contact is definitely short-sighted. We need responses to our sheet to go to a shared inbox, where whomever is available can get started ASAP. People start sending emails to the sheet owner that aren't even replies to Smartsheet emails - they think you must be the relevant contact person because "you" email them frequently. This can cause lots of confusion and some bad customer service impressions when emails are sitting in someone's overwhelmed private inbox. I really hope this change is implemented soon.
Re: Vlookup not working across sheets
I have discovered that index(collect seems to work much better when using cross sheet references as even if someone moves a column it still pulls in the data you want.
=Index(Collect({PMO Capacity Opportunity Name},{PMO Capacity Opportunity Name},[Opportunity Name]@row),1)
Hollie Green
Re: Create a Link to A Filtered Sheet
Hi @Paul Simon
If the filter is a Shared filter, then there will be a unique Filter ID at the end of the URL. Providing that specific URL with the filter ID will enable all users to open the sheet with the filter automatically applied. 🙂
You can also set a default filter on the sheet in the Share window.
Cheers,
Genevieve
Genevieve P.
Re: INDEX MATCH on multiple value cell
I am working on the exact same problem.
In sheet 1, I have a contact column that can have multiple items, the travelers name column. Using sheet 2, I would like to have the job title for each traveler to populate.
Sheet 1
Sheet 2 - Employee Email is also a contact column.
I found a very useful community post, Join Collect formula for multiple values — Smartsheet Community
and based on that tried this formula: =JOIN(COLLECT({Employee List Job Title}, {Employee List Employee Name}, CONTAINS(@cell, [Traveler(s) Name, If known (select)]@row)), ",") however I'm not getting anything in the column, even if there is only one contact in the traveler column.
When I use this formula, =IFERROR(INDEX(COLLECT({Employee List PCN}, {Employee List Employee Name}, [Traveler(s) Name, If known (select)]@row), 1), "No Match Found") it works for single employee fields, but I get a "No Match Found" on those with multiple employees. When I tried index match rather than index collect, I would get the information for the first employee, but not all.
So. I can't answer your question, but I feel your pain!!
Re: Can I get email notifications when comments are added?
@Pascale yes when a comment is edited, that is a change and will trigger the workflow
Darren Mullen
Re: Do formulas not work in automation?
Hey, You can't have it populate a formula unfortunately.
Ken Armstrong
Re: How to edit an existing row through a Smartsheet Form (Not an update request)
@Debbie Sawyer Because the agents fill out the form as they speak with prospects and in order to help them with that we leverage some of the form's features like the field's label and help text and conditional logic. We also prepopulate hidden fields with a webhook that uses variables from our phone system's contact manager.
This allows them to have partially prefilled form that automatically pops when a call gets connected and use it to follow the different paths a conversation can take (with the conditional logic). The field's label and help text help them with disclaimers and script one liners that are readily available as they fill out the form.
The update request email gives us none of the flexibility that the form does, and the time it would take for it to be available to the agent would be too long compared to the webhook automation we have that takes half a second.
Hope that answers your question!
Thomas Lince
Re: Progress Bar on Smartsheet Forms
You can use a google form which does have paging and use the smartsheet connector to deliver the data to your smartsdheet.
/marc
marc4
Re: #INVALID COLUMN VALUE
When using a date value in a formula, you need to use the DATE function.
=IF(CONTAINS("Meeting Package 4", [Actualized Services (Awarded Call Tracker)]@row), IF([Date of Award Notification (Awarded Call Tracker)]@row > DATE(2021, 12, 08), "$100"), "$105")
Paul Newcome
Re: Automation Question
Hey @KavanM
It will be complicated to get to 24hrs but straightforward to send it early in the morning 2days after date created.
You will need a date field and unfortunately the Created field doesn't register as a date field in the automation. That's ok as you really want the time to begin counting after they get around to telling you yes/no they have a problem. You will capture the Date of when they first tell you Yes or No Issues. I'll call the new Date field 'Date Initial Response'. (you can call this whatever you like)
Build an automation from Scratch. You can title it whatever - in my example I'll call it 'Record Date Initial Response'
Trigger when Row is added or changed
Select the [Yes or No] column (whatever you have it named) and change response to Any Value (actively select this response)
There will be no conditions
Select Record Date from Actions and select the Date Field [Date Initial Response]. This automation will record the current date when a response is added to that Yes/No field.
Automation #2 - the one you asked about
I'll name it "Remind User to Schedule FollowUp Appointment"
Trigger - when a date is reached
Choose Date column and insert your new date column from above
Select the small arrow by On and choose 2 days after
I chose 5am. Pick a time that you want.
If the lavender Conditions box is present, delete it (see 3 vertical dots)
Choose ALERT SOMEONE as the action. Choose contacts in a field where the email address of user resides Type of the email message. You probably want to only send the message vs also sending field info. Save. That's it
Will this work for you?
Kelly
Kelly Moore