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Remove "automation@app.smartsheet.com" from sender email address
The OIT Security department at my university received a report that an email from automation@app.smartsheet.com may be phishing. We send a number of Update Requests through Smartsheet that require action from the receiving party. If the email is perceived as phishing by the recipient (or flagged as Spam by the email…
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Inventory Workflow to only include fields with missing items
Hello Smartsheet Gurus! I am attempting to create a workflow that notifies a team about low inventory in an email. There are multiple teams in my org. Each has responsibility for about 20 items. I have the workflow set up to only notify the team of their items status but I can't quite figure out how to notify them only…
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Reminder automation
Hi! I'm trying to set up an automation for weekly reminders if certain conditions are met / not met, and from what I can tell everything has been entered correctly, yet when I run it to test it seems to fail. Any help is appreciated! Here's a description of the situation and what I have set up: Several farmers markets have…
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Forwarding Approval Requests
Hi All, I am developing a system that involves a large workflow of approvals. I have it set up so that the user selects a person for each approval to go to. However, I want to be able to have the person who receives the approval, be able to defer the approval to a superior if it is necessary. I found that forwarding an…
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Data Shuttle: update a checkbox in the source sheet to indicate success
Currently, Data Shuttle efficiently migrates data from Smartsheet to SharePoint, OneDrive, GoogleDrive, Box, & as a Smartsheet Attachment. This Providing a seamless integration between the two platforms. However, one aspect that could enhance user experience and workflow efficiency is the ability for Data Shuttle to…
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Record an Approver Name once Approved using Automation
Hi, I am looking for a solution to record the name of the approver when using Approval Request automation. I can see there have been few questions/discussions on this, but can someone point me to the solutions - without using Zapier :) For example, a request to approve a report is being sent to John, Jack and Jerry. Jerry…
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How do you confirm the identity of an approver in an approval request?
We discovered somewhat alarmingly that the Modified By column does not record the email address of a person making an approval but rather pulls information from the cell in the approver column. Here is the use case: An approval request email is sent to Person A, who forwards the email to Person B. Person B approves the…
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Creating 1 PDF from multiple rows using Document Builder
Hi, Hoping someone can help me with my question. I'm currently trying to automate the sending of a 'reporting pack' for project highlight reporting. I've got my template, etc ready and can automate the creation of highlight reports for each individual row and have the report attached to the corresponding row. I've then…
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Is it possible to include a formula in a hidden field in a form?
The reason for asking is we are creating a smartsheet with form for training candidates to register their names, which will then create a certificate using document generator. In order to get the certificate PDFs to have a unique file name I have added a column called file name with the formula ="COSHH Training Certificate…
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how do i update the 'action tracker' status column from the action tracker updater sheet
I want to make a system where not everyone can see my action tracker sheet. What can I do to ensure that the status column can be updated to whosoever the action has been assigned to without them having to see the full sheet
