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Automated Response on License Requests
Since we, as Admins, cannot turn off the Updated User Requests, can there be a way to create an automated response with information on the policy our company has developed for obtaining a Smartsheet license? This could include any links to a request form with built-in approval automation. Thanks
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Searching for Smartsheet job FT or Contract
Hi everyone, I am a Smartsheet certified Administrator and have been using the product for over six years. Recently was laid off and looking for a role that is is more Smartsheet centered. My background is in project management and most recently scrum master/senior deliver lead. I am skilled at creating and maintaining…
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File upload to google docs
Hey all, New and generally overwhelmed user and Admin. We are a small consulting business with 2 staff/owners. We are tracking all financials (invoices, expenses) on the platform. We use forms to take pictures of receipts and it works beautifully. Our bookkeeper wants all of our receipts uploaded to google drive as PDF…
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How do I add comments in automated email alerts?
Hi all, I've been working with my sheet on sending automated emails to contacts within the sheet and can add specific parameters for what is in a cell. However, I can't figure out how I can display the comments in the email without having a link to the form. The reason I don't want a link to the form is because these…
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Automation - update without duplication
I am trying to create an automation where if the user clicks the check box, then the item will move to a different sheet (I am using this same automation across multiple sheets). The goal is so create one master of items that are checked while simultaneously enabling teams to continue editing the source data and…
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Sync Automation Edits Across Multiple Sheets
I have a workspace that I use for all cross functional teams, internally and externally, for all active projects. Each active project has it's own project specific sheet. If I edit an automation on one sheet, there is no way to copy that same edit to another sheet without copying the entire sheet and starting over. Ex:…
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Workflow Automation Issue
I just started a new sheet, which I imported from Excel. I wanted to have Workflow Automations to change the status and date assigned once I entered the record. The trigger is the Task Title (on both), which is also the primary column. Below are 3 screenshots showing my sheet, and then the 2 Workflows. I have tagged them 1…
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Record a date when specified criteria are met
I have a column available for users to choose from eight different build statuses. The goal is to automatically capture the date when the Publish status is selected. However, not all eight status options are available in the automatic workflow. I assumed it was a scrolling issue, but that is not the case. What am I doing…
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Copy & Paste Contact Cells between Sheets
Currently only able to copy and paste contact cells on a single sheet.
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Automation for Reports
Good day, My department currently has 2 Smartsheets and 1 report for processing requests from external users. These sheets are not public, and the governing bodies are against making them public due to internal conversations documented on the sheets. We would GREATLY benefit from automation in this process, but the…
