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Expiry for Update/Approval Requests - Automation
The ability to have update/approval requests expire and become inaccessible after a certain date. An expiry date will also allow for the automation of reminder of request. There are times when an update/approval is needed to reach a deadline. The sheet user must manually delete the request on the row to avoid changes. If…
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Is there an automation to move an attachment to a new sheet?
I have a sheet that contains attachments tied to client rows. I'm looking for a way to archive the attachments to a new sheet without needing to go into each row and do this manually. Does anyone know if there is an automation that will move attachments? Thank you!
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Multi-Workspace Automation
Is there a way to set an automation that will apply to a specific sheet across all workspaces? We have many workspaces (one for every client of ours) and we need an automation on a particular task notification. When we have a change in staff, we have to go to every sheet individually to update that automation. It would be…
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Limit Automated Alert to Contacts ONLY listed in the updated row
I have different contacts listed for each row in my Smartsheet. Is it possible to only send an automation alert to the contacts listed in the triggered row that has been changed/updated? Or will I need to ensure that a condition is added to the automation rule to restrict the alert to only certain contacts?
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Merged: Allow for updating report parameters via API
This discussion has been merged.
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Automation doubles up on emails?
We have an automation set up to send an email to a project admin every time someone fills out our SmartSheet request forms. Each employee has their own unique form, but sometimes if input is sent very close to the same time from either the same or different employees, SmartSheet puts both requests into a single email to…
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Service log / mileage tracker
I am using a form which has an individual input the current mileage of a vehicle every time they use it. This would need serviced every x amount of miles. I am wanting to set up an automation that will email a specific person whenever it's time to service the vehicle. I guess right now I am trying to find a way to do this…
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How to have automation trigger request(s) for approval to multiple contacts?
Scenario: New system update being developed will affect "West Region" and "South Region" - Automation is set to trigger request for approval to contacts in cell(s) "West Region Approver" AND "South Region Approver" based on the separate conditions I set: "If "Region Column" has any of: "West" send to contacts in "West…
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How to delete rows automatically
Community; I manage a process that injects a fairly high volume of rows into a sheet at least weekly. These rows are meant to be viewed by a sales team, annotated, acted on, and then archived. After about a month they lose all value (key data points are moved into our ERP or POS backend, depending on outcomes). But the…
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SmartSheet BRIDGE Run Log - Stopped status triggering E-mail ?
Is it possible to have "Stopped By Error" report sent to the WorkFlow creator? When flow was not competed, and status "Stopped" appears in Run Log - can we set an trigger for E-mail to be sent to the flow creator that will inform him that the flow has failed?