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Pulling Data from SmartSheet into macro-enabled Excel?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
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Automation-Date in the past
I have a column named "Shipping Date" and then, a second column with a formula that gives us a date 5 weeks prior to that "Shipping Date". This second column triggers and automation to contact the customer once the date is reached. What if the line is entered and the 5-week gap is a date in the past? How should our…
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Restrictions on "Clear Cells" automation?
I want to set up a rule to have a cell contents cleared when the completed date is filled in another cell. I have used similar automation in the past, but when I try this time is does not give me the column of the cell I want to clear as an option to choose when setting up the rule. Are there restrictions on the cell type…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
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Document Generation is adding fillable forms in PDF
I am almost to the end of this task from a couple smartsheet forum question, (lol). I am trying to build a generated PDF as normal with linking of the fields with what fields should go where. For some reason however now Smartsheet is adding fillable form fields that are not on the PDF for some reason? The sheet is empty…
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Bridge + SharePoint Integration
From all the videos I've watched and materials I've read it seems that Bridge is used to bring info into Smartsheet. What if I want it to share intake requests FROM Smartsheet TO SharePoint? I have this use case to share intake requests between departments that's using different systems. Currently it is being done…
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Automation for conflicting events on same dates
Is there conditional formatting function available to trigger a notification in smartsheet when a date is booked for two of the same items? For example; in a scheduling sheet, when the same equipment is booked on the same date?
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Merged: Automated workflow from reports
This discussion has been merged.
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Merged: Need Automation workflows added to Reports
This discussion has been merged.
