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SmartSheet Data to Excel Macro OR Any Alternatives?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
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Clickable Links
How do I add a clickable link inside a message sent via automated workflows? I tried adding a link to direct the recipient to another sheet so the recipient can reply to a survey, but when the message arrived in the recipient's inbox, the link is not clickable.
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Smartsheet Automation: Copy and Move Rows Limits
Hello all, this might be long winded, so apologies!!! My situation: I have a Smartsheet currently that holds all information for the current FY24 - Lets call it Sheet A. Coming in October, this information needs to archived off of this sheet to lets say sheet B so then Sheet A is blank and can intake FY25 information. I…
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Automation based off auto-date-stamps not always working
Hi, I'm having intermittent trouble with a move-row-to-another-sheet automation triggering off of a Record a Date automation AND a user selecting a drop down. Process- A user creates a PO and enters data into the PO Number field. The Record a Date automation recognizes any input into this field and posts a date into the PO…
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Merged: Save Draft Automations/Workflows
This discussion has been merged.
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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently a…
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Merged: Trigger a Data Shuttle Action via Automation Workflow
This discussion has been merged.
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Merged: Copy/replicate Workflows
This discussion has been merged.
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Alerts to MS Teams: Was working for years, now asking to add organization
Hi all, I have several automations/workflows set to send alerts to MS Teams. The channels are public and the alert settings are unrestricted. They worked just fine for several years. Suddenly, this week I received emails that the workflows couldn't run. When I checked them, the organization was no longer selected. I tried…
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Action To Create a New Sheet When a Condition Is Met
Is it possible to have a new sheet created through automation when a new row is added to a sheet? For instance, when a customer name is added to our customer sheet, I would like a new sheet to be created, using the customer name as the sheet name. There are several action options, but none that create a sheet (that I can…
