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Request for Enhanced Hyperlink Functionality in Automated Notifications
Currently, when adding a hyperlink in an automated notification or alert, the only method available is to insert the full visible URL, like "http://salesforce.com". We need a feature that allows embedding the URL behind text, such as "Click here to go to Salesforce." Additionally, hyperlinks included in automation messages…
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Automated email with number of pending records
Hello, I use Smartsheet in such way that people are asked to provide data on many records and then that data needs to be approved by one other person (always the same person). I would like to set up an automation that, each morning, checks to see if there are records waiting to be approved, and if there are, sends an…
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Introduction
Hi all, my name is Vesna and I work as a senior project manager in regulatory affairs for medicines. I am so excited to use the Smartsheet!
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How do I get a column that shows the automated % complete for each activity?
I am struggling to get any formulas to work, I need a column that shows the percentage complete from the start date to the finish date - shouldn't be that hard but this is causing me so much grief. Every formula I find doesn't seem to work and I am not savvy enough to know how to update the formula so that it can work.…
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using intake form, data populates and emails me but no project is created
Title is kind of the question — why wouldn't the emailed content, a copy of data I entered to the Intake form, also create a new project on the project sheet? Thank you.
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Introduction post
hi all, my name is Vesna and I work as a senior project manager in regulatory affairs for medicines
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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HTTP Request for Automations
Developers could gain a lot more access if you allowed for HTTP requests within automations.
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I am trying to find a value in a table based on 2 criteria.
I am trying to find a value in a table based on 2 criteria. One of the values is dynamic from a drop down menu, while the other is static value in a column. The first value is found in column "Building type" and the other is found in Resource type. The table I am referencing is also shown. The result would be shown in the…
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Notifications work for all but one person
I have a simple automation setup that if someone is added to a specific column that triggers the notification to run to send an automated email saying the person was assigned something and should check the sheet. Everyone except a single person is receiving these emails. I have checked the person's smartsheet account and…