Hello! I hope someone can help or provide any insight. We have implemented a sheet to review tickets using a smartsheet form. The tickets are categorized in 2 (lets say "Category A" and "Category B"), so each category has different options to review and the form has a logic depending on the category are the options…
We have a large field team with a hierarchical organization. Usually the guys at the bottom are submitting forms which are basically project requests. They access these forms through shortcuts on a published dashboard. We have a required contact field in the form for them to select their name and their supervisors' names.…
Hello - I've created a intake form to populate a sheet senior management will use for their assigned markets. Management has requested a link in the sheet to a report based on the contents in "Action Plan" (Yes) and "Market" (dropdown with 40+ city names). The manager would use the link to view the report without having to…
Hi, I have several automations set up to email coworkers. However, usually I need everyone to be literally on the same email. I understand that ultimately smartsheets wants/thinks people are going into smartsheets to "work" but sometimes that's not the case, sometimes you have people outside your organization or whathave…
Smartsheet doesn't have a way to see if the email was sent, to whom the email was sent and what was the email that has been sent. We can only see when the workflow last run and work on blind faith that it actually was successful. Only to find out weeks later people aren't receiving the alerts, and there isn't a reason why…
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…
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?
I have a column named "Creation Date" (Date Type) and another one named "Response Due Date" (Date Type). The "Creation Date" is automatically recorded whenever a new row is added. How do i automatically set a date 3 weeks later in "Response Due Date" column. KEEP IN MIND PLEASE, that i already have 100 rows with manually…
Hi, I have set up a time-based automation, but it never triggers. This is what the automation trigger looks like: However, I have found that it never seems to trigger; the automation itself seems OK because if I trigger it manually it works perfectly. Is there a log to indicate what's gone wrong? Any idea of why it might…
I have a Smartsheet form that my team uses for auditing processes. Is there a way to have a "Upload an attachment" option into the form?