Best Of
Re: Automation Notifications Using Groups
I am SO glad to see that this is on the roadmap!!
With the number of individual people to have to add to so many automations then remove if someone moves on, or add when we have new hires… The ability to just have groups to manage and keep updated that follow into automations would be incredibly helpful!
Cant wait until this feature is live for us!
Paula Grahame
Merged: Access to all sheets for Smartsheet System Admins
Re: Workflow - SAME SHEET copy a cell to another column
I do something similar on a risk tracker I’ve built where I want to keep a record of the initial values (doesn’t matter what) but also allow for it to be changed freely later.
To do this create an automation that does a one time copy (eg when new row is added) of the entire row to an identical helper sheet.
Your original delivery date should be empty with a column formula which will look up the corresponding user inputted date column in the helper sheet.
You can allow your users to change the date column as much as they want, as that date won’t be changed ever again in the helper sheet as it was a one time copy, therefore your original date will never change.
You will need row to have a unique identifier to allow you to do the look up /index match or whatever you want.
I use this method quite a lot for things like trends or anything that might change I want a record of an original baseline to compare it to.
SteveMatthews
Re: Roll out new automations through control center
Also following up. Any update on this @Genevieve P. ?
Linking a field in a form to a source sheet as picklist
I already put in a ticket and got the answer this is currently not possible, but was encouraged to put in a post here to hopefully being integrated one day.
In my situation we have a huge list of project names (and constantly growing) that we'd like to be able to pick from in a from related to a SmartSheet. We find that updating the column properties as a picklist is very cumbersome and has to be done for several SmartSheets constantly and is not very user friendly. So being able to link a certain column options to a source sheet, that then comes up in the form feeding into the SmartSheet as picklist would be very useful.
Unless somebody already knows how to do that in some way, it would be great to have that option eventually. Thank you.
Re: Allow >10 attachments to be added in a form
Include a checkbox where they can indicate that they have more than 10. Then you can have an automated update request sent to them based on that box being checked.
Paul Newcome
Re: Mirror spreadsheet into other spreadsheet
Lowest barrier of entry on this may be a published report if the people being shared do not need to update the information on the source sheet, but only view.
If they do need to update the data - I have a workflow for our accounting team where with the entry of a single field - in my case job number, the information will port over from all of the other fields. This does require currently the manual entry of the 1 data field, and programming up front to create all of the column formulas to index / match.
Smartsheet for Outlook
Does anyone know if there are any plans to have Smartsheet for Outlook updated to meet Outlook's new requirements? Our IT department will not allow legacy tokens per Smartsheet's initial guidance. We need this.
Re: Smartsheet for Outlook
Hi @colorado49, at the moment there haven't been any official announcements.
Please upvote this thread:
This is where everybody is voicing their concerns about this addon.
Best!
SSFeatures
Re: June Question of the Month - Join the conversation and receive a badge
Best community I have ever seen… I would say Season 1 as it got bit too weird in the last season even for me… why? Because it was mixture of totally different talents, personalities, backgrounds.. but they all worked together and it was fun… just like here in Smartsheet community which gets place #2 for me 🤣
kowal

