Automations
Discussion List
-
Form Notification - Email AddressIn Using SmartsheetHi, I have created a Smartsheet's form with an automated process behind it that sends approval requests based on certain criteria. Is there a way to change the naming on the email that people receive so instead of people receiving it as Na…
-
Automation - Alerts for External UsersIn Using SmartsheetHi there, I am having trouble with the automation in Smartsheet, specifically around alerting external users. The automation is for an issue control sheet, with automation that if "status" = resolved, alert user who logged (via f…Answered - Pending Review 5 views 4 comments 0 points Most recent by James Adderley Using Smartsheet
-
SmartSheet Alert Mail SenderIn Using SmartsheetHi all, I am the owner of 10 sheets each of one is used by different users. I have set up alerts automation but when the email is sent, it is always shown my email address instead of that of the user. This is a problem as the email is sent…
-
Novice - Date Status ChangedIn Formulas and FunctionsI want to track when a project changes Status. I'm primarily using the Card View and want the date the Status changes or the project switches swim lanes, to have that day's date. For example: Old Status: Reviewed Date: 10/19/2020 New St…Answered - Pending Review 2 views 3 comments 0 points Most recent by Andrée Starå Formulas and Functions
-
{{A Comment}} as a field in the automated emailsIn Using SmartsheetI would like to send automated emails to certain people when a comment is added. I do NOT want the link to the master sheet to be included in that email. I would like to set up an automation that is "message only" with the {{fi…Answered - Pending Review 2 views 2 comments 0 points Most recent by Meredith Luschen Using Smartsheet
-
how do you reference a single cell in an external sheet...dynamically? formulas? Cell Linking?In Using SmartsheetThank you for your time. I cant find the answer in the documentation or forum. So I am asking. a. How do I reference a single cell in an external sheet? b. Can I reference a cell by row number and column number? c. Is there a …
-
Random Updates - Cell HistoryIn Formulas and FunctionsHi, we've been using a format where once a form is submitted, a row is copied to another "master" sheet that the team can manage off of. Recently, I've made some changes to the process (around when the copying happens), but what…Answered - Pending Review 2 views 3 comments 0 points Most recent by Andrée Starå Formulas and Functions
-
How do I make formulas automatically carry down to the next line when a new form is submitted?In Using SmartsheetI have a sheet that is being fed by a form. I am using a vlookup to add contact data from another sheet dependent on the email of the person who submitted the form. I want those vlookups to be added automatically to each line as new for…
-
Automation to help with Daily Medical Intake FormsIn Formulas and FunctionsI am having one hell of a time with the automation to help our school with being alerted to different issues facing out compliance with the Daily Medical Intake Forms. What I am trying to do is have a couple of reports sent but something …Answered - Pending Review 2 views 2 comments 0 points Most recent by Laura Easley Formulas and Functions
-
Automate checking a box if date column is less than 2 weeks?In Formulas and FunctionsI have a check box column (can be changed to symbol if needed), and Id like the box to check if the date in another column is less than 2 weeks from the current date. What would the formula be? Thank you!
