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Can I copy cells to another sheet without creating duplicates?
Hi everyone, I'm looking for some help with automation. STEP 1: I want to copy row data from one sheet ("Sheet A" for simplicity) to another sheet ("Sheet B") when a status column is changed to green. STEP 2: I ALSO want to copy row data from "Sheet A" to "Sheet B" when an attachment is added. By nature, STEP 2 will happen…
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Use Custom URL to add users to company account.
Use Case: 1. Account Discovery is enabled for company. 2. A user received a shared Smartsheet from a company Smartsheet owner. 3. User clicked on Smartsheet, and it sent him to main screen to create an account. 4. User created an account using his company email. 5. Smartsheet associated his account with the company. 6. A…
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Microsoft Teams - Multiple Smartsheet Notifications via Automation to a Public Channel
I have created automations in Smartsheet (SS) to send notifications to a public Teams channel in my organization. This works flawlessly without any issue. I have another separate sheet in SS with a very simple automation that when a row is added to a sheet (via a form), it is to update the same Teams channel as the one…
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Weird Trigger action on workflow automation
I have a workflow automation on sheet 1 that copies a row from sheet 1 to sheet 2 and sends an alert to my email when it is done. The cell that triggers the automation (a checkbox in sheet 1) gets populated by another sheet (sheet 3) and as such the rules say that the workflow will not be triggered and the row will not be…
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Do users have to login to receive notification emails as an automated workflow from a sheet?
I have an author schedule for a weekly blog that I would like to use to send out an automated reminder email to the assigned author each week. They don't need to go into the sheet to update anything, it's just for me to track. We are in the process of creating SS accounts for each author but I want to make sure I'm giving…
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Are there workarounds for Autosave prematurely triggering automations in Board View?
My PMs are noticing that Autosave in Board View is triggering automations for sending the assigned person updates on their tasks before the PM has finished making updates to all necessary information on the card. This is causing folks to receive incomplete information in their assignment notifications. Is there a way to…
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How to identify if a checkbox has ever been checked
Good morning, friends of Smartsheet, I need some help working through a process. I have a worksheet that has a checkbox column called 'escalate'. When we check that box, the row shows up on a report that our Compliance group can see, so they know their assistance is needed in some sort of communication efforts. Once the…
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Merged: Move Rows to TOP of another sheet
This discussion has been merged.
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How to make alert notifications vertically formatted?
I don't want the alert style notifications to send horizontally with a bunch of squished and elongated columns (seen below) I want it to show vertically with up/down scroll:
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Denial Reasons and workflow
HI all. looking for thoughts on how to provide reason codes when a form submittal goes through the approval workflow but then is declined and providing a denial reason as part of that denial so the submitter can see that in the email response. Thank you