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Automation not triggering all of the time
Hi Smartsheet community, I've always tried to answer questions but this is my first time posting. So I have formula =IF([Project Status]@row = "Complete", 1, 0) set up in the "Complete Check - Hide column" to check the box when the project status is marked complete. The project status column is tied to several other sheets…
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AppSheet - Image upload to cells crashed
Hi All, We have AppSheet integrated with Smartsheet as our User Interface in the field for use in inspections. We like AppSheet as it displays and presents data better, and uses Smartsheet's sheet as source. However, as of around Monday 1/September, we noticed that we no longer can "upload" images using AppSheet and save…
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'Record a date' automation action does not recognize date column
Hi, I have a date column in a sheet (which is used for schedule calculations, so the type cannot be changed); I am now trying to add an automation to fill in this column if another changes and this is blank. However, when I try to deploy the 'Record a date' action, it says that there are no date columns…. How do I resolve…
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Request for Enhanced Hyperlink Functionality in Automated Notifications
Currently, when adding a hyperlink in an automated notification or alert, the only method available is to insert the full visible URL, like "http://salesforce.com". We need a feature that allows embedding the URL behind text, such as "Click here to go to Salesforce." Additionally, hyperlinks included in automation messages…
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Provide API Access to Upgrade or Downgrade Users under User Subscription Model (USM)
We recently switched over to using USM for license management. This broke our automated scripts that gave users a license. We have a number of non-member employees who we cannot automatically update via the API. I'm told there is no solution for this and we are left manually updating our free users to a licensed member.…
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Automated email with number of pending records
Hello, I use Smartsheet in such way that people are asked to provide data on many records and then that data needs to be approved by one other person (always the same person). I would like to set up an automation that, each morning, checks to see if there are records waiting to be approved, and if there are, sends an…
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Introduction
Hi all, my name is Vesna and I work as a senior project manager in regulatory affairs for medicines. I am so excited to use the Smartsheet!
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How do I get a column that shows the automated % complete for each activity?
I am struggling to get any formulas to work, I need a column that shows the percentage complete from the start date to the finish date - shouldn't be that hard but this is causing me so much grief. Every formula I find doesn't seem to work and I am not savvy enough to know how to update the formula so that it can work.…
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using intake form, data populates and emails me but no project is created
Title is kind of the question — why wouldn't the emailed content, a copy of data I entered to the Intake form, also create a new project on the project sheet? Thank you.
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Introduction post
hi all, my name is Vesna and I work as a senior project manager in regulatory affairs for medicines