While I understand the benefits of a sheet's workflow combining multiple rows into 1 update request, if the email field for all of those rows match, is there a way to not combine and send an email per row, meaning a user may get multiple e…
Using Smartsheet7Dustin Shuman
I spent 15 hours trying to organize my data in an efficient way and just can't come up with a good solution. Smartsheet is great but SO limiting if you are used to Excel.
I have 200+ sites that each has 31 activities. Each activity has 3 d…
Using Smartsheet32Melisa Dannhauser
The new Proofing capability is something we would like to implement in our department, but we are having issues with accessing this in Reports. We see that Proofing can be done in the main smart sheet, but our Artists access new design req…
I currently have employees getting multiple update requests in one email. Please see the attached screenshot for an example. I am needing these to come thru as individual emails and not multiple update requests grouped into o…
Using Smartsheet73Jack C
I am trying to figure out if there is a way to make a Private Comment in Smartsheet? Let's say I have a Published Report that is viewable to anyone with the link; however, I want to make a comment on a line that I don't want anyone to be …
I have a smartsheet and there I will let people know when certain tasks have been executed. I have already created the workflow for that. My issue is when sending the email; can I add one row only on the email to notify that a certain task…
Using Smartsheet17Distribution Team
I have an automation workflow in one sheet that I want to use in a different sheet. Is there a way to copy this workflow and then add it to my other sheet (similar to how you can copy summary reports from sheet to sheet)? Or do I need t…
We have noticed when using an Update Request that the Requester and Requestee (who completes the update) BOTH get an automatic email "Update Confirmation." Our Requestees do not want to receive the automatic email confirmation (…
I have multiple sheets and dashboards created for different departments.
We are allowing editors the ability to add collaborators to their sheets. I need to track who has been added as a new collaborator across all the multiple she…
I just got a message that Recurring Workflows are coming soon.
Customers have requested the ability to set up workflows that repeat on a regular schedule.
We're preparing recurrence for time-based workflows so you c…
Using Smartsheet671Andrée Starå
I'd like to set up some automation that will send a unique form once a certain criteria is selected in the worksheet. I can set up the automation to alert someone, or request an update, but nowhere can I send a form. Alternatively, is it…
Using Smartsheet122Blake Ingram
I'm trying to generate custom PDFs with a specific template from a smartsheet row. The workflow currently uses an automation to send an email when the row is "done". Right now, that email contains the "Row Number" …
API & Developers57bcromie
It would be incredibly helpful if the column descriptions were included in the update request form. We will request information from users who do not have access to the sheet and likely will be unfamiliar with the type of information that …
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use.
It has many application & the proof of concept exists and we use it.
We use it for an approval process (for in…
API & Developers587JeremiahHorstick
I want to fill date column based on status column.
1) If status is "In Progress" "Actual Date" is filled by today's date.
2) If status is "Completed" then "Completion date" is filled by t…
Formulas and Functions56jitendra.khatri102252
When dragging the email from my Outlook window to Smartsheet in Google Chrome it removes the file from my Outlook entirely and the email is gone.
I tested this in MS Edge and confirmed it does not happen when using Edge; the file copies a…
API & Developers318mschwahn
Hello, I am having the exact same issue as Thor did in 2015 - https://community.smartsheet.com/discussion/385/losing-data-2
I sent out a current user view report to my project managers and when they all update their individual rows/report…
Using Smartsheet47Gita Puvvada
Can I change the heading of an automated workflow email so it does not look so much like spam? I would prefer it to look like I sent the email and not the automated system.
My team and I are new to Smartsheet, and after 2 days of using the software, have already found a couple of major road blocks that will likely keep us from using Smartsheet.
The biggest is the inability to create a drop down list that us…
I have a sheet where the RYGG is automated based on the due date (overdue=red, due date +2=yellow, the rest=green). I then set up the alerts ("Send a notification") so when the status turns yellow one email goes out, and wh…
Formulas and Functions82Heba H.
Hi, We are creating an automated workflow that requests an update thru a specific mail and it does not seem to work.
Automated approval workflows work perfectly but update requests don't send the appropriate mail requested (eventhough in …
I am using the new feature "Proofing" for my upcoming project and I was wondering is there any way to identify if a document on a row is approved/rejected, then use it in the custom formula to change the status of the row?
Formulas and Functions24Amit Wadhwani
There is a little disclaimer on Smartsheet's article about automated alerts under using double bracket placeholders. Has anyone experienced this happening to them?
NOTE: Adding placeholders to your messages may possibly result in you rece…
We've introduced automated workflows, which make it easier than ever to build, manage, and collaborate on Smartsheet automation. You can now:
Consolidate multiple automated actions into sophisticated workflows, including multi…
Since Workspaces is not conducive to individual permissions, we are trying to use the standard folders under "Sheets".
One department has close to 100 files in Smartsheet. We want to use Smartsheet in other departments as well,…
Using Smartsheet497Dan Seidler
First of all, english is not my native langage, please excuse my mistakes.
I have a smartsheet with several external counterparts (customers and providers). I manage the smartsheet which is not shared and nobody is able …
Using Smartsheet60François Cales
I have seen multiple threads from as far back as 2015 asking for a save button for webform
Using Smartsheet42Jia Lee
Is there anyone that would be willing to work with me on the phone to work through this issue:
I've created a sheet that has over 40 columns - it's my "master" sheet that feeds a bunch of reports that will be utilized by differe…
Premium Apps and Integrations79tcanelli41471
New to Smartsheet and trying to figure out the automation aspect - which is what really sold us on the software. So, I have a question - is it possible to send out notifications/alerts based on specific changes within a row…
For the past 3 days, our update requests have been going out with glitches. When our staff presses the blue button to open up the form, instead of seeing the row information we sent out, they see pages of the text that we put in the messag…