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Automatic Reminders
I am a little confused and unsure if I am configuring this feature correctly. I have a Smartsheet with a Contact, Status, and Entry Date columns. My goal is to have a reminder automatically sent, beginning on Entry Date, and then every three days thereafter, if the Status=In Progress to the Contact listed the column. Do I…
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2nd approval request after rejection and update - not working PLEASE HELP
I have built an approval process that I am testing with my own email/myself only at this time. The process requires a from submission to be reviewed by a manager and they would approve or reject - if approved it is processed - if rejected the request should go back to the requestee to update it (using the suggestions in…
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Pushing data from Smartsheet to 10000ft
Hello, i am trying to set up a project request form which requires authorisation and once this is recieved it pushes fields through to 10000ft as a new project. I can see how to send info through to Slack and MS Teams, but not 10000ft. Can anybody help? Thanks
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A workflow has become invalid
Hello, I have had this problem for over a month! I receive the notification "A workflow has become invalid" and I go to the workflow, delete it and do it again. It works for a while and then it happens again. I already set the "Automation Permissions" to Unrestricted and it still doesn't work! I followed up with the person…
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Best way to manage Quality Check in a planning ?
Hi, I would like to know the way to manage "Quality Checks" into a planning with Smartsheet. Ex : Task 1 Task 1.1 Task 1.2 -> related to a specific Quality Check Task 2 Task 2.1 .. I want to manage on the same time % complete of all of the tasks (with childcount()=0) and for some of them (like here for Task 1.2) to be able…
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Check box to clear formatting
Hello, I want to make it so that once done is selected, it clears formatting. I tried doing this via conditional formatting but the clear format (white with black text) makes the condition appear incomplete. Is the only way around this to change the default format of the rows? Thank you, Esperanza
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JIRA smartsheet connector with Formulas
Hello, I'm currently attempting streamline work status changes with Smartsheets as they are integrated with my JIRA instance via cloud connector. The way we currently run our projects within JIRA (that are synced to Smartsheets) is by creating "Epics" that have "Stories" mapped to them(as children). Through using the…
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Reporting from Gantt Chart
I am trying to export to PDF a specific section of a gantt chart in order to have updates automated. I want to be able to print a single whole parent line with included children lines and have them all show in the same gantt chart without including the rest of the parent lines. I am able to do this now if I just export to…
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Copy row (using Automation) not copying auto-number field
I have a source sheet that generates an auto-number (Asset Number) when a new row is added (via a form). My automation workflow copies the row to another sheet but doesn't bring over the auto-number? I even added a condition on the automation to make sure the auto-number was not blank before the copy? Should this be…
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Merged: Workflow Notification emails coming from my name
This discussion has been merged.