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Edit send "from" email address
Remove owners name from automation emails and allow "user@smartsheet.com" or the user that triggered the automations email address
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Data Shuttle adding rows not triggering automation
I have an automation set up that when a row a added and [*department* Completion Status] is empty them change [*Department* Completion Status] to "WIP" Does Data Shuttle trigger automations to run? if not is there a way to work around this?
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Multiple Problems on Same Sheet
I'm having multiple issues right now with this sheet I am trying to create for an inventory. 1: I created automations to generate documents, two different automations based on the Name of the item added. This worked but was creating multiple documents on the same row at the same time, and thus triggering an alert to a…
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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…
