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How do I get my events (recurring) to show up once a week in calendar view without manual input?
Here is the sheet with the two meetings that occur once a week: I want them to populate once a week automatically without manual inputs and to show in calendar view every week:
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Can I trigger an update request once the date is 'today's' date
I want to send an update request once the date in a cell is reached. I have set the trigger to be when the cell value is "=[TODAY]" but that doesn't seem to be working.. Can someone help with either my cell settings or the workflow automation settings?
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Can I set Series of SMS (Drip SMS) for Smartsheet reminders?
I'm curious about using a series of text messages (Drip SMS) for reminders in Smartsheet. Has anyone successfully implemented this feature?
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Add 'Refresh Sheet' to work flow
I have a sheet which is full of formulas pulling data from a number of different sheets in order to graph the data onto a dashboard. I have noticed some issues when looking at the graph on the dashboard recently and have just figured out it is because the sheet requires updating. A few of my formulae reference TODAY(), to…
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What is the simplest way to have data from a form be pulled monthly into reports/dashboard
I have created a smartsheet form to log information on service intakes. I have then created sheet summaries and reports with a bunch of information (age, demographic, reason for call, type of service requested etc.). From this I created a dashboard showing key metrics and graphs of my data. My challenge is now I would like…
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Is there a way to turn off email confirmations/receipts after the approval?
Hi- While using the automated approval process, users are getting additional e-mail after they approve the request. Is there a way to disable that? It just creates unnecessary e-mails and notifications serves to very little to no purpose. Which sort of contradicts with the purpose of the Smartsheet. Regards, Enes Z
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Can I reply from my outlook with an attachment, and it gets added to a row?
Lets say I have and email auto response to someone. saying please add a pdf Can they respond to the automation from their email with an attachment and it gets added to the row? I know the smartsheet outlook app could do it but can I make it automatic? Or is there anyway to auto add attachments to rows? Does an API have to…
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Is there a way to conditionally email scheduled reports (ex. only send when not blank)
We have attachments sent every morning to a client however do not want to send if there is no new information.
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Automated Workflow Form Request
I have an automated workflow that requests a form if certain fields are blank. It's triggered when a new row is added or changed. More specifically, the automated flow is activated when a required field is added or changed. This works fine. However, the automated flow doesn't issue a follow up form request when some of the…
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Consolidate automated update request
Hello everyone. Hoping for assistance. We have multiple projects that each have a workplan and action log. In order to keep life simple, I have created a consolidated report that pulls tasks across all the projects (from the workplans and action logs) for each team member as many team members are attached to multiple…