-
Copy Row Automation function not working
I created an automation from one smart sheet that is triggered by a specific column changing from unchecked to checked. Once checked, the automation is supposed to copy that row into another smartsheet. This has not been happening and I have seen from the audit log that there have been changes in the checkboxes column for…
-
Is there document intelligence/AI ability in Smartsheet?
Hello. I am looking for a tool that can take attachments add to a Smartsheet row and automatically read them and paste some of the specific elements into different cells in Smartsheet. Does something like this exist currently in Smartsheet? The only AI I saw was a gen. intelligence bot. If not, does anyone know how to…
-
Logging and tracking cross-sheet functionalities
Hello! My organization uses cross-sheet functionalities (formulas, workflows and API) pretty intensively. So much that when we are working through ideas to embed new processes, it can be a bit cumbersome to understand what is already at play. Essentially, we do not have any type of log or systems map to reference where or…
-
Formulas to set up KPI's for shipments requests
Hi, I need some help with forumals which is not my strength, thanks in advance. What I need is to set up KPI’s measure for my shipments. There are 3 parties involved that need to complete their own step. Once each step is completed by each party (regulatory, WHS and Logistics). it will record a date highlighted in the…
-
API to provision (copy template folders) in SharePoint from SmartSheet
Has anyone created an API app to provision a set of template folders in SharePoint. Basically to copy and rename as required? I think I can do this via MS Power Automate, but a moire direct may be better.
-
Workflow that only triggers manually
I have a workflow that I want to run only on demand. There is a "run workflow now" feature, which is great. But the workflow is required to have a trigger as if it would run automatically and I end up making a trigger condition that I know will never happen. It would be cleaner to have a trigger of "manual only" or "never"…
-
Is it possible to utilize a template in control center that generates new form url in that sheet?
Is it possible to utilize a template in control center that generates a new form url every time the project toolkit is provisioned? We are using a sheet (which is in this template) where the rows are populated via a form. If I use control center now it just overrides the template with every new project that's provisioned…
-
Automatically Organizing Rows into Hierarchy
Hello Smartsheet Community, I am yet another formula-deficient SS user. Looking for insight on a formula or function I can set up, as I asked the AI formula developer tool to create a formula for this request and it stated, "Smartsheet formulas cannot be used to automatically organize rows into hierarchy". I have created a…
-
How can I automate sending emails to a given cell upon changes to a row?
Hi. I am using an Automation workflow template for Alerting someone given a change in a row. I would like to send an email to a given email address in an 'Email' column in my sheet if something in the row changes. I see only the options to send a email to a given contact in the sheet or to prespecfied people, however these…
-
Slack Integration
Hi All, I know we can integrate Slack with Smartsheet to send notifications to Slack. I would like to know if it is possible to use information in Slack Workflow to update Smartsheet automatically. This would involve adding the details of the Workflow into a new row in Smartsheet whenever a new message is posted in a Slack…