Automations
Discussion List
- Automation to move rows with 'approved' status and 'move to archive' selected. This time, put a filter (Status=Approved) on and checked the 'move to archive' box. Status for ALL rows was changed to ap…
- I am able to make a report with a list of tasks that are filtered as I need. I have an upcoming tasks report, and I have an ending and overdue tasks report. I can send this report out daily or weekly.…
- 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 t…
- I have set up an automation in Smartsheet to send an email notification when specific conditions are met. However, I’ve noticed that there is a delay of approximately 20 minutes before the email is se…
- Hello, I have two sheets, one is a fabrication tracker that tracks different jobs in our machine shop, and we have a design tracker that tracks current designs being worked on. I would like to combine…
- I have a master sheet and want to feed multiple other sheets information from it. Master spreadsheet: is an employee roster, listing all employees and their status (active, inactive) Sheet 1: has a li…
- This discussion has been merged.
- Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project m…
- Dear community, I have a scenario which gives me quite a headache. I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set te…
- Hello - I figured out how to send an email before a specific date but now I can't get it to only provide the information on the row with the current date. For example - I would like a reminder sent ou…
