-
'Record a date' automation action does not recognize date column
Hi, I have a date column in a sheet (which is used for schedule calculations, so the type cannot be changed); I am now trying to add an automation to fill in this column if another changes and this is blank. However, when I try to deploy the 'Record a date' action, it says that there are no date columns…. How do I resolve…
-
Automatic Information PDF sent to submitter of form
Hello! Apologies if this is answered somewhere already, but I was having a hard time finding exactly what I was after. I have a form I am sending out for applicants to submit. Is there a way for these applicants to automatically receive a PDF document after submitting the form? Currently in workflow automation I have it…
-
Is there a way to convert a large number of contact cells at once?
I have over 5000 rows in a sheet that has been exported from ServiceNow. Every row has a contact cell that is filled out with a raw name, no company email. Is there a way of converting every cell into the respective company email for that person at once? The manual method, typing their name and selecting the pop up, will…
-
自動化（Automation）での更新依頼メールから”シートに移動”が表示されないようにしたい
こんにちは。いつもお世話になっております。 自動化の機能を使って、シートの共有者（＝担当者）に内容の更新依頼を定期的に出しています。 担当者へはSmartsheetから自動でメールが届き、「リクエストを開く」のリンク先の更新フォームから情報の更新をお願いしています。 このメールには「シートに移動」というリンクがあるのですが、このリンクを表示されないようにする方法はありますか？ シートには担当者には共有したくない情報も含まれているので、担当者へはそれら情報を除いたレポートを作成して共有しております。 一方で、シートから担当者とコメントのやり取りやレポートからの情報入力をしてもらいため、シート自体も担当者と共有をしています。…
-
i am trying to create an automation but cant find the any the sheets on my workspaces
-
Time based automation not working
Hi, I have set up a time-based automation, but it never triggers. This is what the automation trigger looks like: However, I have found that it never seems to trigger; the automation itself seems OK because if I trigger it manually it works perfectly. Is there a log to indicate what's gone wrong? Any idea of why it might…
-
Follow-up email, IF no input is entered within timeframe
Hi everyone, I am currently working on a Smartsheet solution to support a compliance declaration process. The process is straightforward: Prior to every board meeting, a form is sent out to departments where they need to answer a YES/NO question confirming they are/aren't adhering to any applicable compliance regulations…
-
Report Attachment Improvement Request
I currently utilize smartsheet automation to notify my clients about multiple time-sensitive issues. Presently, these notifications are sent as emails, with new rows highlighted in yellow. However, since these emails are customer-facing, I would like to ensure they align with our company's brand by using the generate…
-
Create child rows automatically based on Parent
I have played with automation and don't think this is possible but hopefully this group can prove me wrong. I need several reoccurring child tasks added after Parent task is generated. Is it possible to do this with automation or formula. See Example Below: Submit form and send to creative/content for initial (Parent) ·…
-
Automated reminder for an approval request
I have a process for requesting approval that requires approval from 5 different people. Once the first person approves, the request is forwarded to the next person. How can I set up automated reminders for each approver if the status remains "submitted" for more than 3 days?