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Enable PDF print of Dashboard and Export to Excel of Reports from Power Automate
It appears that the automatic (scheduled) backup feature from Smartsheet does not include either the Reports or the Dashboards. These are left to the user to be manually "Save as" or "Print as PDF" every single time one wishes to have a backup. This is very inconvenient, I have about a dozen dashboards that I would like to…
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Automation for Proofing like Update Requests
It is way past time for Smartsheet Proofing to use a similar format to Automations, to allow users to pre-define a review/approval path for proofs. Currently, we must create each proof request individually and 'manually' – sort of like creating an 'Update Request' on the fly by using the 3-dots row menu – instead of being…
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Ability to 'CC' someone on an autommation
Hello, I have a standard alert for when a task is marked 'Complete' to send the Owner of that task an alert. I also need the same email alert to go to two other people. In other words when the task is complete, send Owner + 2 others an alert. Where the Owner is different for each task but the 2 others remain the same How…
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Using Data Fields to Automate New Forms
Hello everyone! I am building a data tracker sheet that will track event data sourced from a form that goes out to event coordinators. I'm trying to figure out a way to push them a 'new form' to fill out when they select that they have multiple events they need to submit. Ideally, I would like to automate this process…
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Can you automate sending an attachment when a form is submitted?
Once a user completes a form, I'd like to automate sending a follow up message with an attachment for them to complete. Is it possible to add an attachment via the automated message or through an automation? I don't see a way to attach/ add a hyperlink. Thanks!
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Help with a NETDAYS formula
I have a formula in my sheet that is counting the days of an assignment since it was assigned. I would like it to stop counting once the row is marked complete or a date of completion is added. For example, in the screenshot below, the 37 in row 4 should be a 36 since the "Date Completed" column is filled in and/or the…
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Automate Trigger Slack DM's based on assignee email addresses in Smartsheet
It would be phenomenal if we could trigger messages to DM's or Ephemereal messages from Slackbot or the Smartsheet Slack App using some connection between the user's email in Smartsheet and the same email in Slack. This would allow users to be notified individually of changes or needs without having to alert the whole…
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Indenting Rows automatically
I have the following data in a sheet. I want to create a report (or anything that makes sense), that says if it is anything other than "Top Level", it will be tabbed over under the parent process it aligns to. Parent Process "1 - Process Details Test" aligns with Process Identifier 1. I am hoping to have this automated.…
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Automation works correctly when manually changed in sheet but not when input through form
Hello, I created an intake form for a project request. In the form there's a field where the submitter has to select from a dropdown list of Contract Information choices. Here are the automation logic I have: When I tested it by selecting the different options in the dropdown in the sheet column, this works correctly.…
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Merged: Move/Add row automation: The ability to choose if the row populates at the top or bottom of…
This discussion has been merged.
