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Copy a certain columns to a new sheet as new rows are submitted
I have a master sheet that contains information submitted via a form. I am wanting to have a new sheet that contains only certain columns of information that populate as the data on the master sheet is entered. I only need specific columns of information, not every column in the row on the master sheet. Any ideas on how to…
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Why isn't my attachment on the automated email?
Hello, I am using a smart sheet auto system where it makes the PDF automatically when someone fills out a form. Once the PDF is made I have a new one to send out an email. see below. Once they approve it is supposed to send an email with the attachment. but when i get the email back it doesn't have the attachment. Am i…
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How do I setup an automatic print/save process of a dashboard to archive?
How do I automatically archive a dashboard? I would like to use it as meeting minutes from a daily meeting. I signed up for a trial of Zapier to see if I could get that to work, but I am not having luck right now. Thank you, Jonathan
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How to make my automated email only send once?
Hello! I am going to explain as best I can. So i have a automated system setup and currently i have where they fill out a form and it then auto creates a Fillable PDF. That gets sent to them which they have to get signed and re submit it into smart sheet. I have it set up where it send an alert which has the PDF and then a…
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Approval Automation workflows - continuing from where it was last declined?
Hi All, I'm currently working on a sequential approval workflow automation and would like to know on the mechanics of continuing a workflow from where the last "Declined" stakeholder has "Approved" the request. To be more specific, if the situation comes where the declining stakeholder is happy to continue with the…
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seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop do
Hello, I'm seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop down option is triggered. I have tried the row transfer workflow but it transfers the entire row, when I'm only seeking to transfer a select cell value in that row when triggered. Any assistance would be greatly…
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Task Summary Email - Order Tasks
I'm trying to create a summary email that goes out to our entire team that shows three sections: Overdue Tasks Due This Month Assigned This Week I'd be fine with just a simple table under each header, showing the matching tasks. When I try to create an alert, it looks like I can use brackets to pull Task info into the body…
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Configuring multiple sheets to all update each other in datamesh
Hello there, I am trying to configure datamesh to work between a parent sheet and its children. I have a master sheet with like information, and an automation that copies rows to child sheets (which all contain the like information and additional information based off of departments) and am trying to link the like…
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Survey Form Automation & Teams Integration
I've created a form for the HR Dept to collection employee appreciation submission. They want all submissions posted to the Team group. I was able to complete all the required ask except I can't figure out how to remove the link <GK Shout-out Submission Form> at the top because they don't want anyone to have access to the…
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Copy/Move Attachments between sheets
I am currently using DataMesh to copy data from one sheet to another and wondering if anyone has ideas/options on how to get attachments copied over to the new sheet as well. I can't use the copy row feature because there are a number of rows on the original sheet that are unnecessary, and the column names are different on…
