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Automated Column Increment for Due Date Changes
Tracking how many times a due date has changed in Smartsheet currently requires multiple helper columns, copying rows to another sheet, or a combination of these methods. This process seems overly complex for such an important project management task. A built-in feature to automatically count and display the number of…
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Change Cell Value Automation - flag or symbols
I am wondering why you cannot set the value of a flag or symbol using the Cell Change Value Automation? I cannot see how to do it. I have a flag column that I want to let the users manually set to highlight what needs to be looked at and also have the flag set automatically when certain conditions are met. I can't use a…
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More than 2 actions following an approval
Is it possible to have more than 2 actions after an approval in the same workflow? We have a sheet that requires the tasks to be approved by a member of leadership. If it is approved I need the project lead to get an alert, the date to be recorded, and the status to be changed. I would prefer not to have multiple…
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Automation action to Record <Current User>
It would be great if we could have a new Automation Action to 'Record the <Current User>'. This would be useful for checklists where we want to capture the User who ticked a checkbox column, as well as the date on which it was ticked. Currently, we can only use the 'Record a Date' automation action for the latter part of…
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New Automation Action to record User in Contact List Column
It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing…
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Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
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how to send 2 different forms
Good morning, New to Smartsheet to still learning. Is there a way to automate sending an "invite" to someone on a date in the Gantt chart followed by a "poll" to the same group on a different date? My current thought process is to create different columns with "XYZ" and if XYZ is checked, run the "invite" script, and if a…
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Automated Notification to include all Contact Lists on sheet
How do we set up automation so each Contact List POC can see who else was included in an email notice? For example. when you send a notice from a row then it allows for all on the contact list to be included in email and visible to each other in TO: however when we set up the automation then it only allows for the email to…
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Is there a way to remove blank rows from an automated email?
I created a form, that has logistics factored into it so when one question is asked depending on the answer, a box may appear to continue down the form. When the form is submitted and i recieve the email notification, all the boxes on the form appear even if they are blank. Is it possible to adjust this so only the boxes…
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Automations: include attachments
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.
