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User Types for Update Requests/Forms
Hi there! Our Account Manager today informed us that users would need to be paid members to receive and complete Update Requests going forward. I can't imagine that Form users would need to be members, but I don't know how that differs from Update Requests, since neither requires access to the underlying sheet. Is it…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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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.…
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Prevent row change automations triggering when new rows are added
Currently any form with column formulas will trigger row change automations every time a new row is added. This results in both the new row automation AND row change automation sending every time a new row is added. Both the column formulas and different messages for new vs changed rows are necessary so just using row…
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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…
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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?
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Have two auto-number or rank by created date?
Okay, so I have been working this problem for a few days and it's officially making me crazy. Here's the problem statement: I have 3 intake sheets for different business units. Each has an Auto-Number column that has a prefix for the BU. I need to consolidate all of the attachments from those 3 sheets into 1 sheet. So on…
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How do the automated notification attachment triggers work?
This should be straightforward information but I can't find it anywhere. How do the Automation triggers work for attachments? I assumed: An attachment is Added = New attachment An attachment is Changed = New version of existing attachment. But I just had an 'Added' attachment notification trigger when I uploaded a new…
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Can you customize a Send as Attachment email subject line and body?
In attempting to add custom cell data in subject line of an SEND AS ATTACHMENT email, finding no luck. because unlike automations, with targeted rows, there is no true cell SEND AS ATTACHMENT can pull from. Am I missing something here? I have the helper columns in my sheet. I am in need of a monthly based export of REPORTS…
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AUTOMATION SEND FROM: FULLY CUSTOMIZABLE MAIL DOMAIN
I've made an automated mail that is informing our clients about their project. But, the main issue is that the @smartsheet.com @app.smartsheet.com is often ending up in their junk or spam folder. So, my wish is that the Send from function could either be the mail adress of a contact in a certain cell or just a fixed value.…