-
New Comment/Attachment Alerts
Hi all, I created a workflow to send a notification if a new comment or attachment is added to a ticket. We have a ticket "Requestor" and then an "Assigned To" user. I have the workflow alerting the Assigned To user a notification if a new comment/attachment is added to a ticket # (row). Is there a way to filter or edit so…
-
How to only Sum values for unique requests with a specific request type
Hello, I have created a sheet to calculate some data points based off of an archive of requests that get pulled from an Automation when Estimated Completion Date and Actual Completion Date are changed, and I am trying to setup a columns to display the Average Days to Completion for each request type to help with estimates…
-
Unique Information in Smartsheet Form
Hello! I am working on a survey in Smartsheet that will request updated/missing contact information from our customers. In some of the questions, we would like to show the customer what we have on file and then have them update if needed. Is there a way to pipe this information into the survey that would be unique for each…
-
Options for the "Copy Rows" Automation
Hi, To implement my idea, I would need "Copy Rows" automation options where I can specify which cells of a row should be copied, where I want to place them (Top and Bottom), and if possible, an option to define in which columns my copied cells should be inserted. As an example, let's track ideas from around the world.…
-
Copied rows at the top
Hello everyone, How can I consistently insert copied rows at the top in Smartsheet? I look forward to your response.
-
Automated Email Format / Content
Hi there, I’m working on an automated email that I need to go to stakeholders once per month and cannot get to work. In short, I want a monthly series of emails to go out from a sheet. It should be one email per customer’s data rows, but the email goes directly to the salesperson (Contact column) and has *all* rows for…
-
Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
-
Calculate start date based off of end date
Hi All, Can someone help me with a formula? I've searched the community and haven't been able to find an answer. I already have a formula in place to calculate the end date based off of the start date and duration of project. However, if I have an already defined end date I'd like to calculate the start date based off of…
-
Automatically Generate Process Maps for Projects/Portfolios
The template helper is useful when it shows the template sets setup with process maps. This request is for projects created from scratch - if we could have Smartsheet generate the process map automatically it would be super helpful Explaining to team, leadership, stakeholders - how things work Onboarding and training…
-
Problem with keeping shared status on templates
I have created templates for very basic task list sheets that we use over and over. (I save them as templates by creating the sheets and then clicking SAVE AS TEMPLATE.) Before saving them as templates, I shared them with my boss and set up automations for both of us. When saving the template, I check the box to keep…