-
Is there a way to include the Sheet Name as a variable in a message?
Based on this KB article (Dynamically Add Cell Data in the Subject and Body of Request Messages) I know that we can include the names of columns (like {{Name}}), but I want to update the subject to include the name of the sheet itself (like {{Sheet_Name}}. Context: We have created a contact list template, that has a form…
-
Is there a way to do an export of the automation workflows?
We have over 20 automation workflows setup on a worksheet. Is there a way to do an extract of these workflows to review rather than going one by one?
-
Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
-
Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
-
Dynamic View does not allow anyone to change and save specific column
I have a column with a dropdown list. The column is restricted to listed values, and you can select more than one. There is no logic assigned to that column in the dynamic view, and is not listed as required. I've tried disabling the conditional logic on the sheet, and it did not correct the issue. This is happening to…
-
How do I display the username of a modifier of a specific column?
I am attempting to display the username of a specific column using an automation workflow. I want for a user to be able to scan a barcode into column A, and for their credentials and time/ date of the barcode scan to be displayed in the next two columns. However, I want the credentials and time to be displayed of the user…
-
Automation Where One Row Changes Other Rows
Hello Smartsheet Community! New admin here and I'm not sure if the answer to this question is simple or complex. Basically, I want to build an automation that when a top level row in the hierarchy changes Status (column) to "Complete", I want other rows to update their Status as well. My logic uses a hidden column Trigger,…
-
Date Based Automation Not Working
We have a sheet to help track when notary renewals are upcoming for staff and its a fairly simple process. We have a date column that lists the expiration date, a helper column that turns that into a total day count, status, and if an application was recvied. The trigger for this would be when that Days Until Expiration…
-
Tasks with multiple start and completed stages before FINAL completion
Hello! I'm building a sheet to track multiple tasks. Each task (FILE) has different stages of completion (PROCESS/INTAKE, Research, Drafting, Reviewing and Finalizing). Each stage has an ASSIGNED TO contact and COMPLETED date. The Finalizing date will be the FINAL/END date. We want to track turnaround time per ASSIGNED TO…
-
Resource Management: Regional Public Holidays
Official Public Holidays in Resource Management are not helpful when team members work across different states or countries. The ability to define Public Holidays based on team member location (automatically would be best) is needed. The Location of each team member is defined in their profile. Use this to update the…