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Auto populate data and allow customers to update
Hi! I work for a membership based trade association and I'm trying to build a form that would allow me to share profile information on file with our customers (member companies) and then allow them to update outdated information. For example, I would auto populate contact information, # of employees, etc. and they would…
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Record a Date automation keeps updating to today's date.
I am using the "Record a Date" function to identify an Approval Date when the status of a request changes to "Approved." The automation does record the date once the status is changed. However, once the date is recorded, the automation continually updates the date to the current date. For example: If a request was approved…
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Is it possible to to be notifed after an automated email is sent?
I've set up daily emails for our employee schedules but I'd like to receive notification after the automated emails are sent.
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Send alerts hourly with placeholders in subject
Hi, I need to send my coworker updates from the Smartsheet that run hourly, but I need to have placeholders in the subject line. I need one alert per unique subject line - so each email alert would contain all updated rows for which the placeholders are the same. Is this possible?
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Workflow automation - update requests
Hi, I need help. I have a workflow to send an automatic update request when a deadline is achived. The workflow is working perfect but I would like to send line by line and not all lines in same request. Anyone can help me to solve this? In addition i would like also to send an automatic e-mail when the first request is…
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Quantity in cell to rows
Hello, I have a column named "Quantity" and the cells of that column, I have numbers (any number). Is there a formula or a function that can create new rows (specifically of the quantity) in that sheet or another sheet automatically? Is that something this is automate-able? Example: If cell A1 in Sheet 1, has a quantity of…
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VLOOKUP Reference Vacation Calendar to Update Approver via Automated Workflow
Hi, I have an employee Vacation Planner sheet with a status column/formula that indicates whether an individual is currently on "PTO" based on today's date and whether it falls in the range of their vacation's start and end date. In a separate Smartsheet, we will be managing service tickets and certain types of requests…
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Automation - One Email Per Trigger
Hello, I have got a very basic sheet setup where my co-workers submit a request via form, and when it drops into my sheet I have rudimentary automation set up to email me "when triggered". This all works fine and dandy. However, if someone submits multiple lines in quick succession, I get multiple lines wrapped into a…
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Notification except if attachment are available
I want to be able to automate notification to certain users in case a row is modified, but only if this row does not have an attachment. How can I do it? I tried adding a condition to the trigger for notification, but the field "attachment" is not there, so I can't put a condition on the presence/absence of attachment. Any…
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Request for new functionality: Automated entry of cell-completer
Hi, I love the new automation features (e.g. automated entry of dates into a column). I would really benefit from similar automation for population of a column for the cell-completer (i.e. the person who made an entry into a cell). The flow would be similar to this: Automation is set up and enabled John Smith makes entry…
