-
Sending to contacts in a cell - How to limit who is contacted
I have an automated workflow that triggers an approval request once a form is submitted. The workflow is set up to alert contacts in a cell when the request is submitted. The contact list that would be alerted is the request approver. The approver is just one person from a list of approvers; I have another workflow set up…
-
Automate reminders for Update Requests
I would like the ability to automate reminders for pending Update Requests where the user has not yet responded. When the user submits the update request, the reminders would stop. Ideally it could be built into Automations to select pending update requests and send a reminder after X days or within X days of a due date,…
-
Move row to another sheet automation dropping contact
I am using automation to move completed tasks to another sheet; however, the assigned contact is not transferring to the new sheet. I have confirmed the format is the same in both sheets. Both are set up as contact columns. Has anyone experienced this and found a solution?
-
Automation Workflow Error
I'm trying to set up an automation and I am getting an error that says: "Rows can't be added to the destination sheet because a column has the same name as a system column on the source sheet" Why am I seeing this error?
-
Alert - Send to contacts in a cell not working
We have a simple trigger to run when rows are added/changed to alert the task owner (contact column). Its set up as "Send to contacts in a cell" and none of my users are receiving the emails. One user received 20% of the emails… but like 5 hours later. When I run test on a row… I receive the email no problem.
-
Getting Smartsheet to Take a Snapshot of a Daily Report in Outlook
Hi Everyone! Every morning, I receive an automated email in Outlook with a report that includes different tables. I am creating a Smartsheet dashboard and was wondering if Smartsheet has the capability to take a snapshot (a physical image) of that report each morning and have it appear in my dashboard. Any ideas are…
-
Way to see all workflows across all workspaces?
I have an issue where it appears i have an automation running somewhere but i cannot locate it. Is there a way to see all automations across all spaces or do i have to go sheet by sheet to find it?
-
How can I use allocation % properly to create accurate durations?
Hi there, My consulting company uses Smartsheet heavily and has been using Resource Management to track budgets, hours, fees, and time entries. Within that, I've encountered a challenge and I'm hoping that you all can help. Example: Work item in project Smartsheet takes 16 hours, but the duration of the work item is 21…
-
Find the source sheet of an automation email
Can anyone tell me how to find the source sheet of an automation email? An email was sent to someone in error which they forwarded to me but there is not enough information on the notification to identify which sheet is the source of the automation? There is an ID at the bottom of the notification, am I able to use that to…
-
Remove limit of updated requests with placeholders in the text
Hi, currently, when you build workflows for update requests and use placeholders in the text, then you might run into a limit of 6 update requests. This limit comes into play, when the update requests are being sent to the same person at the same time. You can work around this with formulas and helpers… So Smartsheet,…
