-
Limit Time-slot selections
I am creating a sign-up form for an event, in which people will select a time slot to attend (1:00, 1:15, 1:30, etc.). There are 12 possible selections, and I can have a maximum of 4 people select each option. It would be wonderful if after the fourth time an option is selected it either disappears, is greyed out, or the…
-
Where are the auto-save settings
My sheets are no longer auto saving. When working on a building a sheet, if i hit the ESC button which I do as a habit sometimes, everything I have done since the last save disappears. It did not used to do that. It's incredibly frustrating as I'll be working on changes for 10-20 minutes then hit esc and everything I have…
-
How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
-
If Approved Path On Request Approval Issue
Hi Everyone, I'm having a heck of a time getting this automation to fire right..it requests the approval fine, but it won't do anything past "If Approved". I've even tried shifting the approval alert to it's own workflow with no luck. That one would say that it fired, but no notification came through..this is in a test…
-
Has anyone used remote staffing (like CrewBloom) to support Smartsheet workflows?
Has anyone here used remote staffing support (like CrewBloom) to help manage Smartsheet projects more efficiently?
-
Using Automations for Filtering a Daily Refreshed Sheet from External Doc
I am trying to filter a large sheet that will need to be updated Daily or Weekly from a company-wide Excel Sheet. I have already uploaded a copy on a regular basis that changes when rows are added but need Smartsheet to filter the data using several criteria from different columns so that I don't need to do it manually…
-
Inventory Tracker
Hi - I am looking to build an inventory smartsheet, but am having difficulty setting it up. I am not a guru... We want to input all of our inventory by barcodes (auto populating and grouping same-type products) into our main warehouse. From there, we want to scan those barcodes and deduct x amount of inventory to our…
-
Automation email row limit issue
We are using Smartsheet for a sign up process with forms and automations. However, automation emails seem to have a limit of 20 rows per email. We need assistance in finding a way to increase this limit or explore alternative solutions.
-
Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
-
Getting the Triggered by at least 5 other workflows but nothing is daisy chained
Hello, I'm seeing this error for the first time as I expand some capability in an existing workflow. Here's how this section with the error works. Scenario: a user puts in a request on the form with a check box indicating they will later upload the required file attachment. Automation sends a request for Approval with…