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Add Grouping to Report Exports
When exporting a Report to PDF or Excel from Smartsheet, grouping and summary rows should be included. As I utilize a lot of automated reporting, via PDF, this would create consistency in the report view and exported view.
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Cell linking automation
I've been able to link cells from sheet to sheet but I can't find resources or videos on how to automate the process. I have to manually type the formula in the column of the other sheet whenever a new row is added to the master. I have a master sheet. When a certain status is selected at a row level, I would like to…
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Permissions and Controls: Being able to set row controls/permissions based on a contact in a column
Our team has run into the issue within one of our collective department initiative tracker and intake system with how to ensure teams cant changes columns and rows that dont belong to them. Example Problem: Our team has created a initiative tracker system that allows team members to view or add strategic initiatives to our…
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Automation not displaying sheet I'd like to move rows to
I've had this issue before and still continue to have this issue where a sheet that I create (for archive purposes) is not displaying in the automations for me to move rows to. I created this sheet last Friday and it's Monday now, and the sheet is not displaying. Does anyone know why this is? This isn't the first time this…
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Workflow Automation Wait Logic
I'd love for the ability to add wait logic, which would be added somewhere in the middle of an automation, which would wait for certain criteria to be met before moving to the next stage. This could allow for my current process, involving a series of eight different automations into a single one, waiting and checking on…
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Pulling Data from SmartSheet into macro-enabled Excel?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
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Automation-Date in the past
I have a column named "Shipping Date" and then, a second column with a formula that gives us a date 5 weeks prior to that "Shipping Date". This second column triggers and automation to contact the customer once the date is reached. What if the line is entered and the 5-week gap is a date in the past? How should our…
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Restrictions on "Clear Cells" automation?
I want to set up a rule to have a cell contents cleared when the completed date is filled in another cell. I have used similar automation in the past, but when I try this time is does not give me the column of the cell I want to clear as an option to choose when setting up the rule. Are there restrictions on the cell type…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
