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Automate dashboard?
Dear SmartSheet Community, I hope this message finds you well. I'm reaching out to inquire about SmartSheet's capabilities for automating the creation of weekly and monthly reports. Our objective is to streamline our workflow by eliminating the need for manual report generation. We are particularly interested in:…
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Fix Auto-Send via Excel - data is not exporting correctly
I've raised this issue to Smartsheet Support and have basically been told that the formatting issue that is persistent from Smartsheet to Excel via the auto-send feature is not a problem, per se, but would fall under the product enhancement category. Sadly, this is a very disheartening as the feature auto-sends just like…
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Is there a way to pull info from a form submission and enter it into another form?
I have a form I am currently running, that whenever answered, needs to be reviewed by another person. I am currently using the approval workflow, and putting it in the email with a link to a form that the reviewer needs to fill out. Is it possible to take the info given from the previous form and put it in the next one so…
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How can I track when a ticket is past its number of SLA days??
Hello, thank you in advance with helping with this question! Please see below: Situation: My team uses a Smartsheet intake form to take work requests from other teams. This populates into a sheet with the needed information to move tickets to different status' (ex: New Request, Active, Backlog, Triage Required). All of…
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Move a row form one sheet to another in a different workspace
Hi I am trying to move a row from one sheet to another in a different workspace. I am the owner of the original sheet and I am the owner of the destination sheet and workspace. Is this possible as nothing comes up when o search for the sheet I want to move to.
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Customize Slack Alerts bottom line "As of 12/04/23 | Sent by <my email address>"
Please allow the ability to remove this line completely or have it state <smartsheet automation> instead of <my email address> We can customize other alerts but not the slack one.
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Is it possible to add a worflow action to create a reminder on a date in the future?
We have a form for orders to be submitted. Rather than having to manually access the sheet and create a reminder, I would like to have a reminder triggered automatically, 3 days after the order was submitted. I don't see a way to do that. Thanks.
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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How to combine multiple rows of data into one row based off of one cell value.
Hello Smartsheet's community! I am back with another question. I have a database that holds the tracking of employee trainings. The training structure is in tiers and after each completed tier they fill out a form. The raw data from this forms looks like this: Depending on an employee's level they will have a differing…
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Contact not populating correctly in automated workflow?
This is a cosmetic issue only, but it’s important to the person being singled out. I have a list of supervisors who get assigned when incidents are submitted. There’s an automated workflow that assigns the supervisor based on certain criteria. The assignment column has all the contacts with names and email addresses.…
