Automation gone wrong! I set up an automation to help me with tagging our marketing content. But when I ran it, it added the tag "Client Stories" to every cell in the Content Programs multi-select column. I would like to remove the "Client Stories" tag from the entire column without removing the other tags since it's a…
The ability to explicitly create an order of execution for automations rather than relying on the last modified date would be beneficial to Smartsheet Designers. My suggestion is to add a dependency dropdown box as part of the trigger box. The dependency dropdown box would self-populate with the names of automations…
Hi, I have an issue and I hope there is a workaround. I have several reports created for different groups of people to view items specific to their needs. Obviously the report is derived from a master sheet. When I send a notification, I send attachments and only attachments. It confuses people when they see the link to…
Not sure if this is a question or a bug report - I have a sheet that is set up with an intake form. Users have to be logged on the system in order to submit a form. I had an automation set up to notify a set of contact when new submissions were added, with "Send from Triggering User" option enabled. All was working fine.…
AW Placement request form below takes in all of the school placement requests via a form. Once the column AW REQUEST STATUS is 'approved by leader' it is automatically moved to Students/Instructors - AWI The ANCHOR ID transfers over from AW placement request sheet to students\instructors - AWI - when approved by leader…
I am trying to set up a sheet so that every time a due date is coming up, they get a notification the week before. I have attached a test automation sheet that I have set up, as well as the automation, but I received no email.
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
Hello, I am managing a list of products where our customers often re-order the same product the following year around the same time. I want to copy the product specifics to the bottom of the sheet once it is checked as delivered and add a year to the due date. This will allow us to plan for the product delivery the…
This discussion has been merged.