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Use Emails in Text/Number field in an Automation?
On a form, I have a field set to "Text/Number" as the "Field Type" with "Validation" → "Email" selected for that field. However, it seems I cannot then create an Automation that picks up that field/column as the contact for an automated workflow. Am I doing something wrong? If not, is there any work around to this?
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Integration Smartsheets >HubDB
I'd like to integrate a smartsheet that pushes data into a HubDB in hubspot. Is this possible? How did you make the connection?
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Trigger suggestions for blank updates request
Hi everyone, I have seen a handful of articles on this topic, but sadly none have made sense to me. I have a process where a student submits a form, which through automation is in turn sent to an employer using the "Request Update" feature. The employer is supposed to review the content and then complete a series of…
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Formula to Convert Scientific Notation to Numerical Value
Hi, I am trying to create a sheet from data that is originally held in .csv files. My goal is to make it so that transferring the data to my sheet should be as simple as just copy and paste. My issue is that two of the fields that I need to copy over are reported in scientific notation (1.3E+004) and I am trying to figure…
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Merged: Copy an automation from one sheet to another
This discussion has been merged.
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Sheet Automation Workflow: Can you set a Run workflow cadence to Bi-Weekly or Monthly?
Is it possible to have a workflow run Bi weekly, Monthly, etc? Only options I see are "When Triggered", "Hourly", "Daily", and "Weekly". Thanks for the support if any functionality exists already. If not a function. SMARTSHEET can you make this a reality?
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…
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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?