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Contact Email
I am trying to create an automation that will send a richly formatted email to a contact. The built-in automations won't work for this because it only accepts plain-text messages. I've tried Zapier, which works, but is too expensive for what we need. Are there any others that are recommended that could work for this?
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Looking for a labor capacity tracking solution - SS Resource options won't work
Hello, I've seen a few people asking questions that lead me to believe I am not the only person looking for a labor tracking solution NOT at the day level. To use the resource tools in SS we would need people to estimate their workload on a daily basis with start and end dates. We want people estimating hours per week per…
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Power Automate Smartsheet Row to Microsoft Teams Channel Posting
Hey everyone I am trying to set up a flow when a row in smartsheet is added a message is sent to a specific Teams Channel. I have the following: Trigger for power automate "When a new row is created" followed by "Get a sheet data (dynamic schema) Then "post a message in a chat or channel" When i run this is populates a…
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Some time data not updated, I have to refresh manually
I’m using a Smartsheet form to process bulk orders, I’m using an Excel template to fill in the bulk order details in the bulk order sheet and then using a data shuttle to transfer the information to the order summary sheet. I’m experiencing issues with the order numbers not always appearing in the order summary sheet. Once…
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Go to the sheet link in Email Notifications
Hello! I have set up some workflows that send email notifications. In some Update Requests Email Notifications a "Go to the sheet" link appears that gives access to the receiver to the Sheet. This creates a problem as we don't want end-users to have access to the Sheet. If they need to change any data in the Sheet, we send…
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Retrospective Tool Integration
Has anyone integrated their Smartsheet projects with a a retrospective tool like RetroTool? Looking at what my best options are for this.
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Data Shuttle - anyone else having issues logging in?
Hello - I am having issues logging in to Data Shuttle. It just keeps taking me back to the "sign in with Smartsheet" page: Even though I'm logged in to Smartsheet and Control Center, it will NOT let me access Data Shuttle (and yes, we have access to all the apps Smartsheet has to offer). Thank you!
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Document Access Help
I need some direction on access to pdf docs. We are a construction company that has various docs for each job. Prints, specs sheets, ect. We have a single sheet for each job that is a template of a construction schedule. The schedule has columns for tasks, start/finish date and sub contractor. I would like a way to store…
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Dynamic View Requests
Hello! I am using Dynamic View in order to show different information to different users. At the same time, I want to be able to send Update Requests to those users so they can edit fields. The Update Request email, that is sent through the Workflow I have set up in the Master Sheet, can contain a button that reads "Go to…
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How do I change the source of my Calendar from 1 sheet to a report?
I have created a calendar in the Calendar App that is built off of 1 sheet, however, I discovered I wanted to include a second sheet in the Calendar App. I created a report, but how do I change the source in my Calendar App from the original sheet to the report? Or do I have to create a new calendar that uses the report…
