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Automated Workflow Setup to Notify Users of Completion Not Working
I setup an automated workflow to notify users via notification email once their requests have been fulfilled. I've configured the workflow to trigger a completed notification email to the requestor based on the email in the Requester Email Address column after I've changed the status to Complete in the Request Status…
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Submitting forms for approval
Any help would be greatly appreciated! We have a 3-step process for travel approvals. I am able to get the forms to the correct people. I now have a request for the ability to add comments during the approval process. Staff submit request via Smartsheet form Automation forwards the form to the manager for approval Once…
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Smartsheet x GCP Connector
Hello! I am trying to set up an automation between Smartsheet and a dataset that is hosted via Google Cloud Platform / BigQuery. Does Smartsheet have the ability for integrations with GCP that do not involve a third-party integration tool like Zapier?
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Automation for Daily Reminders After X Days Past Due
I'm creating an offboarding checklist sheet which sends out automation notifications to relevant parties in each department. Notifications are sent out when the termination goes live, one week after the termination date (if that department's tasks still aren't checked off as done), and two weeks after the termination date…
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How to pull one column of data from one sheet to another and be placed in the corresponding box?
Hello, I have one sheet where information is collected for candidates we are looking to hire, and I need a specific column from another sheet of information to feed over to the candidate sheet in the column. The results that are fed over, must align with the correct candidate. Pictures below for reference. I tried…
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Solution to manage accidental deletion
Good afternoon, Recently we have started one of our sheets in Card View and on a handful of occasions, we have had users deleting cards (or rows) from the sheet, simply by clicking the delete button on the keyboard by accident. I have done a manual test on a copy of the sheet and doing so does not prompt the user to ensure…
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Add Custom, Pre-Set List of Update Request Dates
Smartsheet does not allow users to enter a list of unique dates for an Update Request to be sent out. The closest users can get to this feature is setting the Update Request to be sent on a certain day and time, however, this allows the user to enter only one date for one request (or a repeated sequence like daily, weekly,…
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Automation deactivation issue
Hi Smartsheet experts, I have a recurring issue with an automation deactivating itself, and I cannot for the life of me figure out what the problem is. The trigger "Status" column is manually adjusted - it is not connected to any other automation. Can anyone see an issue here that I'm missing?
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Issues with Attachments
Ok, I'm not new to Smartsheet but recently this simple automation has had me stumped. Pictured below is a simple automation we use to verify that an attachment has been added to each row in our system. IF attachment added or changed, THEN Change Cell Value. These worked beautifully all over our system until about a month…
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Automate when cell has contact added to remove all Pending Update Request for that row
When a form is filled out, and a row is added to my sheet, I have automation send to 3 recipients to update the "Owner" field. I want that Update Request to clear for all users and the whole row when an Owner/Contact has been added either through the button it sends/updates with or if anyone goes in and updates the…