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Bolding Text in Automation

I would love to be able to create bolded text in automated messages. Currently there doesn't seem to be the ability to do so.

LFeliciano

4 ·

Hi @mimi_McCPetco8, does it always complain about the same row ID, or does the number change? I'm wondering if it's only one email that's causing the problem, or if there are multiple emails that Smartsheet doesn't like.

If you have a lot of rows, it can be difficult to manually go through each one to check the row ID.

If you're comfortable running code in your browser's Developer Tools console, you can paste in this code and it will tell you which row corresponds to '4112981658832772', so that you don't have to manually go through each one by hand.

rowId = 4112981658832772


grid = formObjectHandler.getFormObjectByConstructor(JscMegaGrid)

rowNumber = grid.gridRowSet.findIndex((row) => row.pvt_gridRowMaskedID === rowId)


console.log(`The rowNumber is ${rowNumber}`)

Hope this helps!

SSFeatures

1 ·

Pause Workflow until Update / Approval Request is completed

It would be extremely helpful if during a workflow, when you have an Update / Approval Request, you had the option to have the workflow not go to the next step until either request was completed.

Eitan

2 ·

HOW TO: Duplicate / Copy a Group

Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups

There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here:

Open the group in the group list at admin.smartsheet.com/manage/groups
Select "View Group"
Select the members in the group by using the mouse to drag and highlight each of the names, from the left of the first name to the end of the last email address.
Press CTRL+C to copy
Open a Text Editor and paste the results. What is pasted is NOT ready to be copied back into Smartsheet yet.
Open your favorite LLM AI and upload the file to it. Instruct the AI to "Extract all emails in this file and save it to a new file"
Download the file that AI created for you.
Open the file AI created for you
Select the FIRST 1000 contacts (or less) and press CTRL+C
Open the group you want the names added to.
Select "Add Members"
In the box where it says "Enter names or email addresses", press CTRL+V to paste all the names you copied from the file. The names will be added.
Press Save. (bottom of screen)
If you have more than 1000 to add, repeat steps 9-13.
DONE!

I hope this helps someone!

NeilKY

9 ·

Edit Default Messages for time-based alerts

Would be great if we could edit the default message that Smartsheet sends for time-based alerts when 6+ rows are triggered. I like that it groups requests into one email, but I want to update what the email message says. The text reads "please update my online sheet" which reads a little funny because we're sending these messages from the organization so would like a bit more formal wording on this.

glong

1 ·

Easy visibility on subscription renewal date

I had a very challenging time determining when my renewal date was for current licenses and would like to suggest that it be added to the Plan & Billing Info section.

john.lamirande

3 ·

Generate project(sheet) list for each user where he/she is assigned as Editor access at Sheet Level

We have assigned Individual User Edit access to Sheet level. Now Business wants each of the person could see the list sheets for each He/She assigned as editor when login to Smartsheet as Home/Landing Page. Please help

SWAPNIKSAHA

4 ·

Re: Generate Documents - Using Forms

@EvanFireLifeSafety Sure, you can have multiple PDF templates associated with a sheet. You can then either choose to generate manually and choose the template you want, or have automations trigger that will generate a PDF and choose the template you want based on conditional paths in the automated workflow.

Darren Mullen

1 ·

Re: Trouble with COUNTIFS Formula

Hi @kkinman, try this formula:

=COUNTIFS(Column:Column, <> "", Date:Date, @cell >= TODAY(-90))

This uses one range "Column:Column" and checks if it is NOT EQUAL TO "" (which is the empty text).

Then it checks a range of dates and checks if the value is within the most recent 90 days.

I hope this helps!

SSFeatures

2 ·

How saved filters work

I'm requesting that the parameters of a saved filter not be updated when I use that saved filter, add some more filters to dive into the data more, update some data fields, then click save. Intuitively to me that "save" should have just stored the data updates and shouldn't have updated the parameters of the saved filter. After creating a filter, it seems intuitive to me that the only way to update its parameters is to click the filter dropdown, hover over the saved filter, and edit it (pencil icon).

If I'm using the system wrong or if there's a better way, I'm of course open to hear about that.

Paul Tibbits

1 ·