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Is there a class/how to guide someone would suggest when using the policy template?
I am new to Smartsheet, but catch on pretty quickly. I did not find anything in the university.
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Template from Engage Session
I was lucky enough to attend Engage this year in Seattle, and I attended the "Advanced power-user tips to up-level your Smartsheet experience" session. I was excited to use the template for Multi Entry Form that was provided via QR code from the session deck, however, it appears that at least one sheet is missing from this…
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Are Smartsheet Automation Emails Secure?
Hello :) I have multiple automations set up for email notifications. I just want to confirm, are these emails sent from automation secure?
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Can I decide how many notifications per day I want to receive from automations?
Is there any sort of limit I can place on daily notifications I receive. Getting a batch twice a day would be helpful, but currently receiving far too many for it to be productive. I do see in notification settings I can select preferences on what actions can trigger a notification, but I don't see any sort of limit. TYIA!
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Reminder Automation - Help Needed
Am I overthinking this? I have a sheet set up to send out a notification when someone is assigned to a row. I am looking to also send a follow up reminder after 5 days if the assignee has not taken any action. However, both the notification automated email and the reminder automated email are sending at the same time. Any…
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Automation Successful but some actions not completed
Hello! I'm trying to help a coworker who used the Individual Work Hub template. The automated workflow for "completed" tasks returns this error: None of the rows marked "Completed" moved. Then I tried to manually move a completed row to the completed sheet and I got this error: But I was able to manually move a different…
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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Copy Rows to Another Sheet not working - Column has the same name as a system column on the source
Help please. I am trying to set up an automation that copies data from my Main Purchase Request Sheet to my Line Items Sheet. However, I keep encountering an error message stating, "Rows can't be added to the destination worksheet because a column has the same name as a system column on the source sheet." Here are the…
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Why does my date automation disable with work management connected to column?
I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled. Is there something I'm doing wrong or I can be doing differently?
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Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
