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Merged: Add Grouping to Report Exports
This discussion has been merged.
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How do I include field changes in an email (Automation Question)
Hello: I am creating automations for several of my SmartSheet projects. I have successfully created an automation that alerts me when there are changes to any of 5 critical values in a row within my sheet. However, I am trying to determine how to include which of those 5 values changed in the alert email.
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User Interface to collect smartsheet data
I have a smartsheet with data, I would like create a UI for other people where when they just type one of the specific data (such as name) and information about that row pops up without even opening the smartsheet. So it is easier and quicker to retrieve data.
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Replacing form entries instead of copying
I have a smartsheet with a form automation that collects information like a survey. However I want to make it so when an entry with detail such as name is already in the smartsheet it replaces it with the new form data rather than creating a new entry.
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…
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Merged: Symbol column - Empty, Quarter, Half, 3/4 and Whole - Update Color
This discussion has been merged.
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Best option for a simple cross-table join.
I want to do what I think is a simple cross-table join. I have a table with a list of project week start dates (lets assume 40 weeks). I have a separate table with a list of all resources working on the project (lets assume 20 resources) I would like an automated way to create a new master table which has a row for unique…