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Automation - need a required for meeting reminder
Hi all, I currently have created a form to which PMs submit their project to discuss on a weekly call for authorisation. I want to incorporate a 'Required Members' reminder for the likes of VPs and stakeholders which they then reply to if they can make the cal. I have made a required members tab, with multiple contacts in…
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What is wrong with my automated colour column formula?
I am looking to automate the colour “status” for my rows based on the health of the action - a calculation based on the ‘% Complete’ and the ‘Due Date’. The goal is to demonstrate a contextual health status. For example, even if an action is only 10%, if the due date is still 6+ months away, the action is still Green due…
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Bridge vs. Zapier vs. UiPath vs. ???
I'd love to hear feedback and use cases for anyone using Bridge, UiPath, Zapier, or another external system in tandem with Smartsheet (yes, I know Bridge is a Smartsheet product). I've used Zapier in the past, but only for simple tasks. The company I recently joined is using a lot of Power Automate and Flows and it feels…
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select all fields when using the "Alert someone" workflow
Does anyone know a way to select all fields when using the "Alert someone" workflow? For "Send Rows" or "Update Request," there is an "All" that you can select to select all fields. In the "Alert someone" workflow, I want to select all fields and only deselect the fields I don't need.
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Comment notifiation allows for the reply to go directly to the Comments for that row
We are managing an "issues" list. The issues are being collected using a smartsheet form and its working very well. Both name and email address are being collected in the form. Because issues take many iterations to solve there are lots of back and forth comments. When a user who entered an issue receives a comment back…
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Duplicating sheets deleting certain columns and team distribution via viewer mode
All, Thank you for your time. I am trying to accomplish a few things simultaneously: I have a master account sheet that I want to send out to the rest of my team but I want to do it in the following way: Send them a duplicate sheet with certain financial columns omitted As I update the master sheet, the sheet that is sent…
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viewing users who have made transactions
Hello , When a change is made on the page, I send a notification e-mail to the users. I see the name in the incoming e-mail who made the change here. but if more than one person wants to make changes on the same line, I cannot show the users who made changes on which line. Is there any other method for this?
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Send Email when any Cell except 1 changes
Hello, Is there a way to send an email when any cell except one changes? I have a field called job status. I need it so that if any field except job status is updated to send an email. What would be the best way to go about this? Thank You, Douglas
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Lead Tracking In Smartsheet
I need to be able to track leads sources in Smartsheet. There is currently no ability to passthrough the URL of the embedded page for UTM parameters. None of the options for fields support scripts to manually pull that URL for example; <script> document.getElementById("demo").innerHTML = "The full URL of this page is:<br>"…
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Auto Send Email Template
Hello guys, I'm trying to build Hiring Candidate Process so I want to build an automated sending email with a premade template, can smartsheet do that? for example: 1st interview => fail => send "thank you" email Thank you very much, hope you guys have great day
