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Why Portfolio Summary Sheet displaying duplicate rows?
I created a blueprint in Control Center and all was working fine until I updated some columns (adding more values for drop-down list and changing a column to a formula column) in the intake sheet. I think I must of done something that messed up the blueprint because now new provision projects are showing up twice on the…
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Automate create email that won't immediately send
I'm wondering if it's possible to do something similar to what excel does, where we can program a button that once pressed creates an email with a specific template but won't send until clicking send like a normal email. The idea is that it would populate an email template based off the information in my Smartsheet to…
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Why i am getting one combined email when adding multiple entries in a form
Hi Friends Hope you are doing good and staying safe! I am using Automation>Trigger>Alert someone feature to get email notification when user submits the form. I want to get individual email for each entry, however if user submits the form multiple times with different data, i am getting one combined email instead of…
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Can I have just one cell automatically copy over from 1 sheet to others when a new row is added
I know there is a workflow for copy row if row is added or changed. I don't want that, since it will copy all of the columns. I have 1 Master List of Names. The other sheets are specific trainings and prerequisites. I will have columns on the master list that don't need to be on the other sheets, and vice versa. I figure I…
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Automated Workflow - omitting relevant sheet content in subject and body
Good morning Community! We currently have a solution with an automated workflow that runs on a schedule when a date is reached, at 7 am PST. We use INDEX Match that populates specific fields from a reference sheet that is generated through an API. Each night the API clears the reference sheet and repopulates the…
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Send notification only once
Hello Community, I have a problem with notifications and so far no workaround. I have a sheet that pulls all the information from other sheets so no manual entries are done in that list. If there is a new date in one column (project end date) the sheet should send a notification. Since the notification automation works…
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Linking new entries to previous entries - tracking attendance
I'm trying to create an easier/faster way to track attendance at the multi-week classes that our health educators teach. Currently, they have to enter in static information every time they complete our outreach tool (like, address, timing etc) and I am trying to make it so that they only have to enter that information one…
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Starting from scratch.
Hello community! I am new to Smartsheet and I am trying to work on a my Hospitals volunteer databases to bringing the 3~4 different programs that we have running into Smartsheet. We have one for each of the following; volunteer onboarding/application tracking, annual learning, volunteer time and location tracking, and…
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Automation Workflow Step Through Mode
Create a mode that allows administrator to step through an automation workflow. Feature should allow stepping through one step at a time and being able to go back to the sheet to see the result to that point. Also provide method to select a point in the work flow to stop the workflow at a specific point while in this mode.…
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Allow to send attachments without linking to the sheet and adding other Smartsheet details
For business use, the automated workflows to send automated email messages is wonderful. However, the emails that can be generated if you want to include an attachment from the sheet is unprofessional, messy, and confusing. I love the look of the emails when you send just the message. I wish I could send a message and…