I have a sheet that tracks employees certifications. I'd like to setup a single automation that runs weekly to alert the employee when the expiration date is within 180, 90, 60 and 30 days away. I'd p…
Admin will go into smartsheet and enter a value for 3 columns (invoiced processed date, invoice comment, and total amount) The trigger is setup where when any value is inputted here, that will alert t…
Someone fills out the form. One of the questions asks for VP name. Depending on who they select this will send a trigger (same trigger). Does this look right? Then I basically just clone this trigger …
Is this automation setup correctly? Need an email to be sent out one month after using the dates that are in the column. These dates will be populated once someone submits a form. This email will have…
Every month I have 40-50 customer sites I need to visit to complete tests or inspections. I want to ensure I'm being as efficient as possible and using SS to its full potential. I'm happy to screen sh…
Hello, is there a way to add more information in the notification received by email when somebody is mentionning you in a comment. Right now people only receive the info of the primary column, that is…
Is it possible to reference Summary Fields in automation? For example, I have a summary field named [Project Manager]. The syntax for which to reference this summary field is [Project Manager]#. I wou…
The sheet I am working with is organized with individual projects listed in rows and project specifics (start/end, budget, sponsor, etc.) listed in columns. I want to make a simple list of all the dif…
Hello, Recently I learned that a non-licensed staff member was able to copy a project sheet, create their own and then delete all of the information in the project account. I learned today that this p…
I have added a collaborator's name as part of our team workspace; however, the system only adds her last name as her name. I have removed her and added her back, but the same result prevails. How can …
It seems as though the wrap feature is not working on the latest comment column. Trying to utilize this in a weekly WIP report and need the text to wrap to see the comment. See attached. I have 2 othe…
Hi all, Our org has dozens of workspaces and while we have moved more toward group-based permissions recently, I still have some legacy workspaces that were configured with dozens of individual user a…