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How can I automatically add data to the dropdown list ?
Hi all, Sometimes i need to add new data to a dropdown list but it's hard for me to add because it's in a lot of different sheets. How do i automatically add data to all dropdown list column? (Python, Automation, Make, Zapier etc.)
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How to capture/log user/contact info in a cell after updating a different cell?
I want to be able to identify the user when changes are made to cells on the Sheet. I know there is the Activity Log. But I want to see that data on the Sheet. I also know that there is the Modified By column, but that picks up changes to any cell in that row. I have a log that needs to have the status column changed by…
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Workflow Automation for a 2-week notice email
Hello All. I have a sheet that has staff name and their term date. I want Smartsheet to look at this sheet daily and send an email to HRC with details of staff whose term date is 14 days from now. to do that I originally configured trigger to two weeks before notification date and set my other two conditions but then…
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Automation action to Record <Current User>
It would be great if we could have a new Automation Action to 'Record the <Current User>'. This would be useful for checklists where we want to capture the User who ticked a checkbox column, as well as the date on which it was ticked. Currently, we can only use the 'Record a Date' automation action for the latter part of…
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How to set up an email reminder 7 days after creation date
Greetings, I'm trying to set up an automation to send an email 7 days after creation date but I'm having problems. I tried using the function =IF([Creation Date]@row) > TODAY(+7), 1, 0) but it isn't working as expected. When I change the date with a test date from a date column, it works fine. Any ideas what I am doing…
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Automated Sort in Sheet
Is it possible to create an automation that sorts the rows automatically when changes are saved? For example, if my sheet is sorted by Column "Stage" Numerically Increasing, and I insert a row, fill it in, and save it, I want the sheet to re-sort to incorporate that added row in its proper location. Thank you!
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How to remove the trigger language in the email sent via Smartsheet Automation
Hello, I have an automation that I want to run after a form is submitted with an output that is generated by the form answers. In testing it, I would like to be able to remove the "1 row added" and the yellow color in the email body (see the blue arrows). Is there a way to remove this? It doesn't appear in my automation…
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Can I link a Smartsheet cell to a cell in Excel?
Is there a way to make links from Smartsheet to and Excel file? If so what is the best way to do this?
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Document Builder Tracking column?
I'm making a conditional checking but during the mapping process, I'm asked to specified a column on where to send it. Since I'm having 2 different columns: "Created By" & "Contact List", I can only specify one (since one person is needed to sign). So I'm creating 2 document builder based on the same template but each…
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Automation not Automating!
Hello. I'm using the Smartsheet Individual Productivity Hub template and I can't get the Completed Tasks automated workflow to work. I've checked the automation and the condition is set that if the status is changed to complete, the action is to move the rows to another sheet. The destination sheet has been set. But, when…