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Best practice for cross-team project dependencies and consolidating reporting?
Hi everyone, I am looking for advice on the best way to architect a cross-team project tracking system. My current setup: I have multiple teams, each maintaining their own individual project sheet. Each sheet contains a list of projects specific to that team. The Goal: Cross-team Dependencies: I want to add a dropdown…
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Automation
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
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Automated Messages Being Truncated- Does anyone have a workaround?
Hello, I have a workflow where, when a team member checks a checkbox, Smartsheet automatically sends an email to themselves containing merge fields that are used as a customer email draft. The challenge is that this activity typically happens on a deadline day, and a team member may need to generate 30 or more of these…
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Assistance Required to Configure Smartsheet Jira Connector
Hi Smartsheet Support Team, We need assistance configuring the Smartsheet Jira Connector. Our requirement is to synchronize data from Smartsheet to a Jira project. However, we are currently unable to connect Smartsheet to Jira, and we are also unable to create or configure the workflow within the Smartsheet Jira Connector.…
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HELP: Automated notification changed from Message w/Attachment to "Changes to Sheet" summary email
Hello all, I'm having an urgent issue with a notification workflow. It worked at first, but didn't trigger on all the rows that it should have — and now, instead of the message it should be sending, I'm only getting a weird batched summary email that shows the changes that were made to the sheet. (See screenshot) The…
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Issues with Document Generation - Error Message
Morning Community! Has anyone else been experiencing this issue with document generation? I have reached the last step in settings, and when I click done to go to mapping, I receive this error. It's not a super helpful error since it doesn't really tell me anything and the link provided is broken. Anyone else having…
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Exclude canceled tasks from the automatic calculation of the parent's % complete
Hello everyone, I'm working on a project sheet (with dependencies enabled and the Gantt view) and I'm looking for a way to exclude canceled tasks from the automatic calculation of the % complete on parent rows. My requirement : When a child task changes to “Canceled” status, I want it to no longer be included in the…
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Automations Not Working As Expected
I created an extensive automation to gather approvals on a change request. In the customized message I am referencing some fields. Some fields are dropdowns and other s are just contacts. However, when the message comes through, those fields are not populating any information. I have looked at my column names and they…
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Old File Name showing up after making a copy of a Sheet
I have been copying a sheet and modifying it each year. The automated reminder messages I get from the sheet continue to display the original file name, not the current one. How can I fix this? ex: The old sheet was 'Calendar Planning Master 23-24'. The messages have shown up with this title in 24-25, 25-26 and now the…