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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…
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Document Generation is adding fillable forms in PDF
I am almost to the end of this task from a couple smartsheet forum question, (lol). I am trying to build a generated PDF as normal with linking of the fields with what fields should go where. For some reason however now Smartsheet is adding fillable form fields that are not on the PDF for some reason? The sheet is empty…
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Bridge + SharePoint Integration
From all the videos I've watched and materials I've read it seems that Bridge is used to bring info into Smartsheet. What if I want it to share intake requests FROM Smartsheet TO SharePoint? I have this use case to share intake requests between departments that's using different systems. Currently it is being done…
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Automation for conflicting events on same dates
Is there conditional formatting function available to trigger a notification in smartsheet when a date is booked for two of the same items? For example; in a scheduling sheet, when the same equipment is booked on the same date?
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Merged: Automated workflow from reports
This discussion has been merged.
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Merged: Need Automation workflows added to Reports
This discussion has been merged.
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Linked Source Sheet Not Automatically Updating
Hello, I am working on creating a sheet that utilized data from a master sheet via links. I am struggling because the new sheet is not automatically updating when new info is added from the master sheet which essentially makes it useless. Is there a way around this? For what I am trying to create, I need the full…
