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How to have automation populate specific contact within column based on state selected in row?
Scenario: You need alerts and approval requests to go to "contacts in a cell" based on department and state. Is there any way to accomplish this aside from creating a separate contact column for every single state which then has to also be programmed into the automations? (i.e. Request 1 affects all departments for GA, NC,…
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Option to select recipients of notices when a workflow becomes invalid
We currently have a sheet used by many internal and external users for customer service tickets and it includes a large number of workflow automations. There are multiple people that manage the sheet (monitor for issues, make changes/enhancements/etc.). However, if one of the workflows becomes invalid, a notification will…
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Automation is not able to send attachments in the email.
Can Hello everyone, Can someone please help me with this issue. We have sheet that is tracking some testing scripts and some of these rows have an attachment which is basically a sign off form. The ideal automation would be that when the script approval status turns to "Approved' the WF should check the filed that tells us…
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how to operate several offline forms connected through cross references
***Translated via Google Translate as the Community is currently only supported in English* Hello. I present the following case. it has three Sheets. CUSTOMER, establishment and visit. Each sheet has its respective independent form which are connected to each other using the index(match) function. First a client is…
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Can you have Smartsheet automatically email the PDF that is created with Generate Document
Hi there, I'm working on some automated workflows that I would like to generate a PDF document with field information and email it to a contact in a cell. I don't want to go through the effort of building a PDF with fillable fields if the workflow function to generate the fields in the document cannot send this document as…
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How to pull data from another sheet based on a specific criteria
Hello, I have one sheet that includes all of our projects listed in rows and I need to create specific sheets outlining the tasks for each of the rows. The new sheet should also include specific data (such as dates, names, etc.) from the first sheet. I'd like to be able to link data from specific cells from that first…
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Formula for separating names
Hello all i have a smart sheet that was imported from excel and need help. Currently I only have the full name in one cell (i.e) John doe. I want to have it where it will split the first and last name into the next two cells in the same row. And then I need it to take either the full name or the two separated names and…
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Request an Update Automation
Hello, I have an Update Request going out on a quarterly basis to update a number of Providers in an Office. Basically it reads like this, ".. You are the designated point-of-contact for {{Office Name}}. Currently, your office shows your Provider Count as {{Active Provider Count}}. If this is correct, please disregard this…
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Merged: "Move Rows" Automation to add rows at the top of the target sheet
This discussion has been merged.
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Automation — Moving Parent and Children Rows Together
From looking at forums, it seems that this is not yet a function of SmartSheets. If I were to set an automation function for a row to move from one sheet to another (e.x. from "Active Grants" to "Closed Grants"), it appears that, at best, child rows can move to the new sheet as parent rows (given that they all meet the…
