-
Preserve cell data BEFORE Update Request is completed
Hi, I'm trying to figure out how to preserve cell data BEFORE an Update Request is executed. I was hoping to find functionality that would allow me to change the value of a cell in helper column WITH the value of the cell that is going to be updated once the Update Request is sent and subsequently executed.
-
Smarter SmartSheets
Hi Smartsheet team and community, Is there a chance you could consider adding these two features to make our workflow smoother? 1. Add Instructions to "Request Updates" Automation It would be incredibly helpful if we could include a short description or set of instructions when sending an “Update Request.” That way, when…
-
Is there a way I can create a workflow to copy an ENIRE sheet?
My co-worker had to recreate one of our admin scheets, so I was hoping I could create a workflow that could copy the ENTIRE sheet, not just relevant rows. This sheet would then "overwrite" the previous copy we have in our current back-up folder. Is this possible? I didn't find an existing workflow, only creating something…
-
Automated Workflow Setup to Notify Users of Completion Not Working
I setup an automated workflow to notify users via notification email once their requests have been fulfilled. I've configured the workflow to trigger a completed notification email to the requestor based on the email in the Requester Email Address column after I've changed the status to Complete in the Request Status…
-
Submitting forms for approval
Any help would be greatly appreciated! We have a 3-step process for travel approvals. I am able to get the forms to the correct people. I now have a request for the ability to add comments during the approval process. Staff submit request via Smartsheet form Automation forwards the form to the manager for approval Once…
-
Smartsheet x GCP Connector
Hello! I am trying to set up an automation between Smartsheet and a dataset that is hosted via Google Cloud Platform / BigQuery. Does Smartsheet have the ability for integrations with GCP that do not involve a third-party integration tool like Zapier?
-
Automation for Daily Reminders After X Days Past Due
I'm creating an offboarding checklist sheet which sends out automation notifications to relevant parties in each department. Notifications are sent out when the termination goes live, one week after the termination date (if that department's tasks still aren't checked off as done), and two weeks after the termination date…
-
How to pull one column of data from one sheet to another and be placed in the corresponding box?
Hello, I have one sheet where information is collected for candidates we are looking to hire, and I need a specific column from another sheet of information to feed over to the candidate sheet in the column. The results that are fed over, must align with the correct candidate. Pictures below for reference. I tried…
-
Solution to manage accidental deletion
Good afternoon, Recently we have started one of our sheets in Card View and on a handful of occasions, we have had users deleting cards (or rows) from the sheet, simply by clicking the delete button on the keyboard by accident. I have done a manual test on a copy of the sheet and doing so does not prompt the user to ensure…
-
Add Custom, Pre-Set List of Update Request Dates
Smartsheet does not allow users to enter a list of unique dates for an Update Request to be sent out. The closest users can get to this feature is setting the Update Request to be sent on a certain day and time, however, this allows the user to enter only one date for one request (or a repeated sequence like daily, weekly,…