Trending in Smartsheet Basics
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Attachments not included in email alerts (automation)
Is anyone else experiencing this issue? When I set up an automation to alert someone by email and choose the “link to sheet and specific fields” option, I do make sure to include the attachment field in the selected fields. However, even though the row has an attachment, it doesn’t carry over into the email. That said,…
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Automate an attachment to email to requestor
I have a form where, based on data selected a form will automatically be sent to the requestor. In this instance if work is being done outside NYS , then I want the automation to send a file once I receive the alert that it's there, asking to have it completed and emailed back to. So basically when someone submits the form…
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Are Automations the BEST WAY to clear a sheet before a Bridge Workflow is run?
I've seen various ideas on how to clear a sheet using bridge before beginning a workflow. However, could it be as simple as this?: Add a checkbox column such as "Delete Row" Use Bridge to change all rows to be removed using an "update sheet" in Bridge. Use automation to move rows out when the row is checked instead of a…
