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Which implements first: a column actions or "Move" automations?
I have a sheet that collects content from a Form and includes some auto-filled columns and column formulas, but also automations to Move rows depending on the contents of other columns. I'm wondering if Smartsheet will complete the column actions and formulas before completing the Move automation, or if the Move automation…
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Automate message to a contact on a separate sheet
I have a complex sheet of information about people who finish a certification. This sheet includes their department. On a separate sheet, I"ve created a contact list of their managers including a Contact column and the department. Sometimes units have up to 3 managers for the same department. When the person in the first…
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Submission checklist to reference production schedule
Good morning, I have 2 Sheets Master Production Schedule - consists of multiple columns, Job #, Job Name, Line 2 Count, Forms Submitted?, and Status Check List Submission - consists of multiple columns, Job #, Job Name, Line 2 Count, Submitted, Outstanding Entries, Missing Form Override(Checkbox), and Status The idea is…
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how to automatically send email with photo attachment
Hello, I want to automate an email that includes a photo attachment when a job is completed. The photo is proof to the customer that the task has been completed. Is this possible in smartsheet and if so, how do I do that? thank you!
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Creating Conditions that affect other rows
Hello, I am super new to smart sheets, but have done very well with 99% of what I have needed to accomplish, however… When trying to create a condition labeled "Yes | No," and if Yes is selected in that row, then I want it to highlight another row also in the primary column to red to highlight it being the next step to…
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Drop PDF to populate rows
As a sourcing analyst I have to take multiple pricing summaries from our consultants and enter the information into our Smartsheet. Currently that means a lot of copy and pasting and painful data entry. My question: Is there a way I can take the PDF they send me and drop it in Smartsheet and it auto populate my sheet based…
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How can I create a Task/ To-Do List for each team member?
Hello, Looking to develop a task list for team members from our Project Tracker. Our sheet runs left to right and uses Column Headers to organize information rather than using Parent/Child row hierarchy. Currently, each step of the project has an expected completed date (automated by formula), an actual date column…
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Large Sheet Notifications
We have a handful of very intricate, detailed, and logic-filled intake forms that are tracked in 3 separate master sheets separated by the type of intake. Each sheet is over 150 columns wide. We need to send a copy of the entire submission to the person who submitted it, along with several others selected in contact fields…
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Change "end date" based on status changes
When an end date is used in a dependency setting, you can't use automation or formulas to change it. However, this is when it is critical (pun fully intended)! When someone marks an item as Completed status, it would be helpful if the sheet could update the End Date column to the date it marked completed. For dependencies…
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Can you create multiple workflows if you have too many actions for one?
Hoping this is an easy question. If you have an automation workflow that reaches the limit of blocks (too many actions), can you build a second workflow to pick up where you left off, or will that interfere with the first flow? My example is Condition path 1 - if state=X, request an approval from StateX email contact, if…
