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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
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Moving Attachments Across Sheets
I have a situation where I need to be able to move attachments across sheets as part of our workflow. I've looked into using Automation and Data Mesh and don't see how I can do this without Automation→ move row functionality. I don't want to move the whole row, just the attachments. I'm already using Data Mesh to connect…
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Can an automation reference a column from a cell value?
I'm trying to track which users are granted access to various systems. What I would like to do is to have one grid which lists all the System IDs (and various properties as columns) with one system per row, and a unique System ID for each system. Then I would like a grid that lists each user as a row, and the column…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Dynamic Drop-Down
Does anyone know if the options in a drop-down can be linked to a table? I have a sheet that users can pick a "provider" from a drop down list. That provider is associated with a vlookup that helps to populate other columns in that sheet. However, the "provider" list is dynamic and changes when a new provider is added to…
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Change Status Based on Previous Row
I am trying to create a column formula that will change the status of a row to "Ready for Work" when status in the row above it changes to "Complete" I tried to follow the information that was provided this thread, but I keep getting #UNPARSEABLE: I already have an auto-number column (Job # - font is just in white based on…
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How to Quickly Count Applications in Use on Smartsheet?
Hello! Could someone help me with a question? Does anyone know how I can quickly get a count of the number of applications in use on Smartsheet? Or do I need to access each sheet one by one and check the logs?
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Document Generator Quit Working
My document generator on 2 of my sheets just stopped inputting the data into the PDF forms. It will name the file correctly using one of the data fields but won't put the data in the file anymore. I remade my form and the automation like 10 times! The file is small, sticker size 2.25 x 1 and has a barcode font on it. This…
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Automatically enter date at start of month
Hello, I have a Smartsheet that I'm using to calculate monthly metrics. I would like the sheet to auto update as time passes to add a new line for the new month. The sheet currently has a column titled "Start Date" and the first 10 rows of the sheet are the first day of the month from Jan - Oct 2024. The automation I have…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
