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Extract Data from a replaced file in the Folder
Hello Team, I am currently using Data Mesh, to get the sheet updates from Sheet 1 (Source) to Sheet 2 (Target). Now, I am having a situation, where Sheet 1 (source) needs to be replaced on daily basis. The data mesh is unable to retrieve the replaced file. What is the solution Smartsheet can offer in this case ?
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Can a fillable pdf be used for an update request?
Hello, I was able to figure out how to automatically send a fillable pdf based on the columns in my sheet, but am I able use the generated document also for an update request? This would reduce the amount of emails that are being sent to the person I'm requesting updates to the sheet from. Alternatively, is it possible to…
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Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
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automation emails being sent as a single email instead of multiple.
We have a sheet we use for Development Projects, sometimes people submit support tickets there that we want to be able to easily forward to our ticketing system, Service Now. I have an automation setup to trigger on a checkbox being checked that sends an email to our ticketing system, which creates a ticket. The trouble…
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Inputting Contacts into Smartsheets
Hi Smartsheet community, question..my Smartsheet account is not allowing me to input contacts of contractors for project into my inspection reports. I have the correct information for each contact (ie. email and phone number). Would this be a restriction out in place on my company’s end or..I need answers. Any feedback…
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Automated notifications summary
Hi, Is there a way to generate a summary of all of the automated notifications that are sent from a sheet? Some users are receiving the automated reminders and others are not as we are testing. I'd like to find a way to verify that they are being sent as intended. Essentially, ensuring that the training due and overdue…
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Email Alerts
I’ve noticed a discrepancy in my sheet's automated alerts. While the team is receiving notifications for all changes, I am only receiving alerts when others make modifications. I am not being notified of changes I make myself, despite the automation being set to alert for all updates. Could you help me check if there is a…
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Row automation - add to top of sheet
Add an option when using automation to move/copy a row to add the row to the top of the sheet.
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Smartsheet Automation Sheet Links and Bug Report
I had an automation that would copy rows to a duplicate sheet with test formulas / API connections. I moved this sheet to a new workspace with more limited permissions of other users, and the automation broke. I deleted and attempted to remake this Automation but searching the sheet name in the copy rows section it cannot…
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Dynamic View Automate Update Request
How do I automate a dynamic view to send requests for updates? Trying to use/send the dynamic view only, not automate update requests from the within the parent sheet.