-
Save As New Workspace / Copy Row Automation
It would make the world of difference if when you deploy a new workspace any copy or move row automations would update to the new workspace not point to the template.
-
Merged: Searching for specific automations
This discussion has been merged.
-
Email address in Form entries
Hi When a user click 'email me copy of responses' in the form submission, is it possible to pull that email address through to the data set somehow? I can't see that I can see that particular field. Thanks
-
Pulling in selected data from another sheet when conditions are met & then marking that as used
I have a complicated use case I could use some help with. Apologies if I'm using the wrong words here; happy to provide clarification. Here's what I'd like to happen: User submits a form to request a voucher for a specific exam. Row in SmartSheet 1 is populated with user's data. Upon row population, another sheet…
-
Merged: Allow to send attachments without linking to the sheet and adding other Smartsheet details
This discussion has been merged.
-
Manually Run Automations
When I try to run an automation manually, I hover over the automation I want to run but run now never appears and when I click on the 3 dot menu, it is not an option either. Can you anyone explain why? My automations are all set to run when triggered, could that be the reason?
-
How do we "reverse" an Unsubscribe group list from an automation?
We have a group email for our team and one individual has Unsubscribed themselves from that automation - which means the whole team no longer receives the email notification. How can we reinstate that email for the notifications to go out?
-
Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
-
Attach generated document to alert without sending link to sheet
I am trying to automate a process where employees use a form to fill out an inspection, and then their answers are used to generate a document that gets emailed to the inspector as well as the contractor for the job site where they are performing this inspection. If at all possible, I'd like to, rather than sending a link…
-
automation that sends alert of new fil to requester to requester does not work
Hi, I am a new Smartsheet user. I am currently working on an automation. The problem is that the automation of sending alerts with the complete information that the requester sends from a form does not work. The problem is that the automation works except to a particular person, something to note is that to that person…