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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: Update Requests Sent from Reports (versus individual sheets)
This discussion has been merged.
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Is there a way to stop automations when the person being notified is the person that trig
Is there a way to stop automations when the person being notified is the person that triggered said automation?
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Auto updating form field dropdown menu based on entry submissions
I am trying to create a form that gives users dates and times from a dropdown list to sign up for coaching sessions in a way that when one person has selected a given date and time it doesn't allow another person to select that time and disables/eliminates it as an option from the form field dropdown menu. Is this possible…
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Bulk delete automations
Hello, I was wondering whether there was a way to clear all automations from a sheet without having to delete each one individually. I want to reduce the amount of automations as we have over 100 on our main grid. I'm looking a better way to do things so I've made a test copy of the grid, I want to keep the data but remove…
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Smartsheet 201 - How to Build Reports and Dashboards - Free Smartsheet Webinar
I wanted to share an exciting opportunity to level up your Smartsheet skills! Tomorrow, our Customer Success team at DigitalRadius is hosting Smartsheet 201: How to Build Reports and Dashboards, a free webinar designed to help you create powerful reports and dashboards to enhance visibility and collaboration. We already…
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New! Clear cell automated action + change cell enhancement
Hi Community, I’m the product manager for automated workflows at Smartsheet and am pleased to share two announcements with you. First, you can now use a workflow to automatically delete the contents of a cell whenever the conditions you’ve set are met — and you can do it for multiple cells in the same row at the same time.…
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Automation won't send again
Hello! I'm at my wits end and can't figure out why this won't work - the automation is intended to send an email out on the date in the Notification Date column (which is always a Monday) and to send it to contacts in three columns - Agenda, Review Transcript/Follow Up Items, Others to Notify. See below for how I have it…
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Copy Row Automation Restricted to Provisioned Sheets
When I use the Copy Row Automation function I am only given the option to copy to another sheet that has been created/provisioned from the templates via the Control Centre. As I only want to copy the rows to s different sheet for a specific Project is it possible to create a new sheet within the Project, i.e. not via…
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Linked Sheets/Copied Rows
I created an automation that copies a row from one sheet to another based on certain conditions. What I am curious about is if there is a way to have information flow back to the originating sheet if changes are made in the 'linked to' sheet. Currently, I can only get the row information to flow one way and I'd like it to…
