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Can I set Series of SMS (Drip SMS) for Smartsheet reminders?
I'm curious about using a series of text messages (Drip SMS) for reminders in Smartsheet. Has anyone successfully implemented this feature?
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Add 'Refresh Sheet' to work flow
I have a sheet which is full of formulas pulling data from a number of different sheets in order to graph the data onto a dashboard. I have noticed some issues when looking at the graph on the dashboard recently and have just figured out it is because the sheet requires updating. A few of my formulae reference TODAY(), to…
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What is the simplest way to have data from a form be pulled monthly into reports/dashboard
I have created a smartsheet form to log information on service intakes. I have then created sheet summaries and reports with a bunch of information (age, demographic, reason for call, type of service requested etc.). From this I created a dashboard showing key metrics and graphs of my data. My challenge is now I would like…
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Is there a way to turn off email confirmations/receipts after the approval?
Hi- While using the automated approval process, users are getting additional e-mail after they approve the request. Is there a way to disable that? It just creates unnecessary e-mails and notifications serves to very little to no purpose. Which sort of contradicts with the purpose of the Smartsheet. Regards, Enes Z
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Can I reply from my outlook with an attachment, and it gets added to a row?
Lets say I have and email auto response to someone. saying please add a pdf Can they respond to the automation from their email with an attachment and it gets added to the row? I know the smartsheet outlook app could do it but can I make it automatic? Or is there anyway to auto add attachments to rows? Does an API have to…
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Is there a way to conditionally email scheduled reports (ex. only send when not blank)
We have attachments sent every morning to a client however do not want to send if there is no new information.
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Automated Workflow Form Request
I have an automated workflow that requests a form if certain fields are blank. It's triggered when a new row is added or changed. More specifically, the automated flow is activated when a required field is added or changed. This works fine. However, the automated flow doesn't issue a follow up form request when some of the…
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Consolidate automated update request
Hello everyone. Hoping for assistance. We have multiple projects that each have a workplan and action log. In order to keep life simple, I have created a consolidated report that pulls tasks across all the projects (from the workplans and action logs) for each team member as many team members are attached to multiple…
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Automations Stopping
I have experienced several different, random, automations stop working for no reason for random individuals. Triggers etc do not change and yet they just stop firing for some users and not for others. Is there any kind of bug we should troubleshoot within our systems or do we need to 'reset' the automation somehow to get…
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Email option for generated documents
For reasons I won't get into here, we are required to disable the 'Upload Attachments' option. This severely limits our ability to generate documents in day-to-day use. It would be great if the Generate Document automation had an option to email a contact in a cell, rather than only the 'Document will be attached to row'…