I have a sheet that contains attachments tied to client rows. I'm looking for a way to archive the attachments to a new sheet without needing to go into each row and do this manually. Does anyone know if there is an automation that will move attachments? Thank you!
Is there a way to set an automation that will apply to a specific sheet across all workspaces? We have many workspaces (one for every client of ours) and we need an automation on a particular task notification. When we have a change in staff, we have to go to every sheet individually to update that automation. It would be…
I have different contacts listed for each row in my Smartsheet. Is it possible to only send an automation alert to the contacts listed in the triggered row that has been changed/updated? Or will I need to ensure that a condition is added to the automation rule to restrict the alert to only certain contacts?
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We have an automation set up to send an email to a project admin every time someone fills out our SmartSheet request forms. Each employee has their own unique form, but sometimes if input is sent very close to the same time from either the same or different employees, SmartSheet puts both requests into a single email to…
I am using a form which has an individual input the current mileage of a vehicle every time they use it. This would need serviced every x amount of miles. I am wanting to set up an automation that will email a specific person whenever it's time to service the vehicle. I guess right now I am trying to find a way to do this…
Scenario: New system update being developed will affect "West Region" and "South Region" - Automation is set to trigger request for approval to contacts in cell(s) "West Region Approver" AND "South Region Approver" based on the separate conditions I set: "If "Region Column" has any of: "West" send to contacts in "West…
Community; I manage a process that injects a fairly high volume of rows into a sheet at least weekly. These rows are meant to be viewed by a sales team, annotated, acted on, and then archived. After about a month they lose all value (key data points are moved into our ERP or POS backend, depending on outcomes). But the…
Is it possible to have "Stopped By Error" report sent to the WorkFlow creator? When flow was not competed, and status "Stopped" appears in Run Log - can we set an trigger for E-mail to be sent to the flow creator that will inform him that the flow has failed?
30 days when manual and 14 days when it's automated is frustrating, especially since most emails with attachments are sent using automations. We use this feature a lot with 3rd parties, most of whom aren't Smartsheet users. If they don't keep a file on record it usually means one of our PMs has to re-send them a physical…