-
Automation for Reports
Good day, My department currently has 2 Smartsheets and 1 report for processing requests from external users. These sheets are not public, and the governing bodies are against making them public due to internal conversations documented on the sheets. We would GREATLY benefit from automation in this process, but the…
-
No options for selection of destination sheet to copy rows with automation
Trying to copy rows across sheets across workspaces (both of which I own) but when I go to select destination sheet nothing show up, blank screen. Any thoughts on what I may be missing here? Thanks in advance
-
Collect Hours Spent or Planned Hours for Projects using the "Business" plan only
Is it possible in the Smartsheet Business plan to utilize a form to input daily hours by a team member that would add up all hours spent against a project? I was thinking of creating a "Time Tracking Sheet" to be populated with new projects using the "copy project" automation workflow from a Master Tracking Sheet. Have the…
-
Does anyone know if it's possible to get notifications sent to a rolling list of receivers?
IE Can Smartsheet send the first notification to one person, then the next contact person in the list of notification recipients- without sending to the whole group? Or am I going to have to keep it sending notifications to ALL people as a group and they disseminate the work? Thanks!
-
Roll out new automations through control center
Hi there, I'm wondering whether I can implement additional workflows by adding them to the source sheet for a template? For example, I need to add an automation to all risk registers. If I add this to the template sheet for the risk register in the control center blueprint, can I then force this update to all risk…
-
Multiple Forms to One Sheet
Hello! New to SmartSheet. Was wondering if there is any way to do a "Check-in" with multiple forms. For example, 7 unique forms with separate location/date (hidden values?) with one entry of an employee number. Then the sheet would have one row of data with the first column being the employee number and the second column…
-
Automation: lock row if attachments are present
I'd like to be able to build an automation to lock a row if attachments are present. How can I make this happen?
-
Merged: Top of sheet via automated moves
This discussion has been merged.
-
Merged: Have Automation "Move Row" Give Option to go to Top of List
This discussion has been merged.
-
Allow Missing Attachment to be a trigger or condition for Automations
Currently, automations can be triggered by an attachment being added or changed, I would like the ability to use a missing attachment as the trigger or condition for an automation. This would allow a form to have attachments as optional while allowing for immediate follow-up. It would also allow for follow-up when update…
