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I have built out a multi-use form that, depending on the user, requires attachments to be added. Since I cannot conditionally require attachments in the form I am trying to build an automation that triggers a notification to the form submitter if they neglect to add an attachment when it is required... but I continue to…
It would be nice in the automations to send out a form at a specific time, weekly, monthly etc. to emails so staff can be reminded to send over form responses on a project. Not an update, but fill out a form from scratch.
I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line of the Program Data sheet to call out (e.g. Start Date, Team Lead 1, Team Lead 2, Team Lead 3, ...). I can't find a way to link each cell without…
I am trying to have my event status which is (symbols) update to gray, red, yellow, or green depending on if 2 cells contain information (Green), or one cell or no cells have information and is more than two weeks from the date (yellow), one or no cells have information and is less than two weeks from the date or event is…
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
Hello Smartsheet Community! My question is: Can I create an automation (e.g. to notify someone with a specific message) on a template in a toolkit that will carry over when new projects are created?
I'm having an issue with my notification workflows when someone submits a new request through a form I created. I recently updated the 'Submitted By" field on the form to a drop down option so those submitting new requests can type their name and their email address auto populates. Previously, the field was left as open…
