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Form: Change "From" on Automated Form Submission
Hello! My team at work recently created a form with an automated email response to confirm to the recipient that their submission was received. When this email is sent, however, it reflects the name of the owner of the sheet. I am wondering if it is possible for us to change the name to something generic for our team,…
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Linking contacts from sheet A to sheet B
I am trying to connect contacts from Sheet A to a workflow automated message from a form in Sheet B. Is something like this possible? Sheet A is a database of people listing names, skills, locations, emails, etc. Sheet B is fed by a form, I would like new rows to trigger a workflow to send an automatic message to a subset…
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Automated Workflow - Alert only specific email addresses
We want to reduce the amount of notifications that consultants receive. However, the clients would still like to get notifications. Is there any conceivable way in a multi-select contact column to restrict notifications to only specific email addresses? To clarify, is there a way to restrict notifications (alert…
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Automation help: how to email alerts to a list of contacts in a separate Smartsheet
Hello, I'm trying to set up an automation to send an alert to email addresses that are in a separate Smartsheet. My first Smartsheet is set up to collect the results of server upgrades. I then need to email these results out to a sizable number of contacts that are in a second Smartsheet. This list of contacts can change…
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How to automatically move Parent & Child tasks to new sheet
I love the automation to move rows to an archive sheet once completed. Is there a way to move the parent and child projects together? This would only occur once all child project have been completed.
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Attachments not attaching through automation email
I am trying to set up an automation so that when a row reaches a certain stage, an email alert goes out. In that email, I wanted to include any attachments from that row. I have done multiple tests, and sometimes the attachments are there and sometimes they are not. I have ensured that the attachments are uploaded prior to…
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Generate rows equal to number from form
Hello, I'm trying to use a form to submit the number of rows that I want to populate, and I'm not too sure how, or if it's possible, to do so. Essentially I'm looking to use the Auto Number column to generate ID's for a given number parts that I'm making. For example, I will make 3 parts today, enter "3" in the Form, then…
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Generate Documents - Global updates Control center
Need the ability to push global updates to the Generate Documents feature. We will have 900-1000 active jobs in control center that will be using Generate Documents feature. A few BIG problems If it is not set up at the front, you cannot add it to all active projects. If you have a document in 900 projects and you need to…
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Dynamic Reporting Linking Filters
I would like to make reports dynamic so that you can link filter options to another sheet. For Control center this would be great because you can have the intake sheet (Where the data lives) drive into the report and populate the results. We would like to see it linked so if you change the data on the intake sheet, the…
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Developing Library check-out list
Hi! I am looking for suggestions/help on a formula for a library check out sheet. In columns I haveL check out date / Number of Copies / Copies Available. I am struggling to figure out an automated process to get the copies available to update once when the number of copies is changed. When the form is submitted it says…
