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Where Can you find Smartsheet consultants?
I'd love to find Smartsheet consultants that could revamp, update how we currently use it to maximize, utilize the portal function, address automation's, alerts, set up some reporting etc. Not looking for instructions, but teams that implement for the client. Would love someone proactive to make suggestions as well. I have…
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Automation - Referencing and Changing Values Between Sheets
Hi, I have build a functional, if not exceptionally efficient, UAT process in which individual tests for a product feed up via cell links to a "Master Product Test Sheet". In this sheet the "Approver" monitors the testing and when a test is flagged as completed and automation "Approval Request" kicks off asking the…
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SUMIFS with Multi-Select Criteria
Trying to correct my SUMIFS formula include two criteria from a multi-select column. I'm currently getting UNPARSABLE every time try OR, AND, or HAS. Here's what I have so far with my current criteria, I just need to add an additional option for "CXL - COVID19" in addition to "Approved": =SUMIFS({FY Amount}, {FY}, FY 20 ,…
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Workflow becomes invalid after each trigger.
Hi, I am also facing the same issue. I have set the triggering point to Modified date which is Auto/System Generated Date Column. This is so because my requirement was whenever any changes are done in form, approval request should get triggered. Since we are not sure, what column user is going to change, we kept the…
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Alert Automation Not Working - Alert Triggered on Row (field) Change
Hi, I have setup a few automated rules to alert a user within a column (me) to changes to specific fields. I can't see what I could have done wrong in the config as its such a simple thing to setup but would like to know if I have missed anything here. Screen shots attached 1) of the fields in question 2) of the rule I…
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How do I create a automation workflow in a report?
I managed to create a workflow in a report but I am now unable to get to the existing one to edit it OR create a new one. There was a pop up that got me to the automation workflow page to create the first one but I can't get the pop up to come back or to get into an edit view. I confirmed in the activity log of the report…
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'Request an update' Automation: 'Condition' where column contains a cross-sheet reference.
Will the automation “Request an update” fail if the 'Condition' column contains a cross-sheet formula that pulls data from another sheet? For example, there are two Smartsheets: Sheet ONE contains Project ID, MFG Rep and Customer Price. This is the source sheet for Project ID and MFG Rep. Sheet TWO contains Project ID, MFG…
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Vlookup range not updating with form submissions
I have a sheet with a list of employees that references form responses on a different sheet, and via vlookup function pulls in the date a form was submitted (to track who has submitted the form, and who as not yet done so). The problem I'm having is the vlookup range automatically limits itself to the forms already…
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Automation: Send to contacts in a cell
Hi, I'm having an issue where an automation won't send an email. My personal settings are correct. It will send the email if I input an email address, but it will not dynamically pull that email from the submission. I.e, it's a mutliple form, and the form gets filled out by X person, who inputs into one of the contact…
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Salesforce-like Workflow/Templates
Hi All - I'm pretty well versed in SmartSeehts, but trying to help my company implement a Salesforce-like SmartSheets approach - to save cost. To be clear, I know there is a integration available with Salesforce, but we do not work with them as partner. I'm simply interested in creating a very scaled back, yet similar…
