-
Cannot get Automations to work the way I want
I'm trying to set up an automation for a task tracking sheet. I would like to send a weekly email notifying team members of their follow-up items for the week, and if they do not have any tasks, then they would receive an email stating as such. I have tried using the "otherwise" function, creating a second condition path,…
-
With the same trigger condition, the alert works but the assign people doesn’t.
Hi all, I created an automation in Smartsheet that triggers when rows are added or changed. If I set the action to Alert someone, it works fine. But when I switch the action to Assign people, nothing happens. I’ve already tried adjusting the workflow, but the assignment doesn’t seem to go through. The alert action under…
-
Errors/incorrect email addresses in approvals, request updates, notifications - bounce-back or alert
Hi there Is there an alert, notification, or 'bounce-back' is an approval, notification, or request update is sent to an incorrect email address or to an address that no longer exists? We have a request form in which our users need to include the email address for their Department head for approval. We have automation set…
-
I'm afraid this solution doesn't exist but...
I need to assign a unique identifier to jobs that we budget/bid. Since jobs tend to be budgeted/bid multiple times prior to landing the work, we want to be able to see all labor costs associated with a job throughout the life of the estimating process. The problem here is that budgets often times are requested under…
-
Primary column data to other Sheet
I have 2 sheets, Sheet A has Primary column and I want to copy Sheet A primary column to sheet B. Sheet A has 2000 lines in primary column also whenever I update Sheet A primary column I need it should be updated in Sheet B too. how I can do this in Smartsheet?
-
Best way to pull data from different columns into one
I have a worksheet that is populated via a form. Worksheet is currently 300+ columns wide (I didn't build it, I inherited it). The form is used by facility management technicians. Each time they go to a client site to service facilities, HVAC units, refrigeration units, etc. they complete this form. Yes, they complete in…
-
Automate reminders for Update Requests
I would like the ability to automate reminders for pending Update Requests where the user has not yet responded. When the user submits the update request, the reminders would stop. Ideally it could be built into Automations to select pending update requests and send a reminder after X days or within X days of a due date,…
-
Automation message receiving problem
Hi there , I have a sheet and i created some automations on this page , and i shared this page as a viewer with an user , in one automation there is alert which one sending notifications to users , but for the user that i added as a viewer can not get notifications , system gives an info as below ,and says go to system…
-
Linking two sheets in a very specific way
Hello all! Like my title says, I am trying to link two smartsheets in a very specific way. I have a process in which I have individuals requesting support for specific courses this is tracked in one sheet. I then have a second process that hires people to provide support for those classes. Where I am running into trouble…
-
Automate Status Change Between 2 Sheets
I have two sheets, both with Status columns. Ideally, when the status in sheet B changes, I would like the status in sheet A to change. For example, if my tester (sheet B) changes the status to "Test Failed", I would like my Defect Critical status change to "To Be Reviewed" Can this be done through automation or do I need…