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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…
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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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Is there a way to sort reports when sending them as an attachment?
Sharing a report weekly with users, the report send sorted by the first column regardless of the sort in the UI version of the report. Is there a way to ensure the report sends with the sort from the UI?
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Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
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Provide API Access to Upgrade or Downgrade Users under User Subscription Model (USM)
We recently switched over to using USM for license management. This broke our automated scripts that gave users a license. We have a number of non-member employees who we cannot automatically update via the API. I'm told there is no solution for this and we are left manually updating our free users to a licensed member.…
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Is anyone experiencing issues with Completion % not accurately rolling up to the parent row?
We use a change cell value automation to update the standard % Complete column to 100% when a task status changes to Completed. This used to work perfectly, however, recently we noticed that the % Complete for the parent row in our project plan (e.g., Planning, Execution, Closing) is not recognizing the cell update. Our…
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Can we run the request for update to include all the rows that applied to one condition?
We want to know if it is possible to send request for update in one email, but with multiple rows at the same time. For example, staff A has 4 open referrals, I want to send one request for update automatically to them where they will receive only one email without having to overload them daily with all the open referrals…
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How to record date without time
I would like to use automation on a sheet to record the Open and Closed date for a given RAID item. I don't want to record the time, however. Is there a way to exclude a time stamp from the automation? If it is not possible to exclude the time stamp, what formula would I need to use to extract the datae and time into…