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Copying a Checkmark Field from one to another on the same sheet.
Hello, I have a process set up where I pull data in from another sheet, and then I have a handful of Columns with formulas that will fill with a Check or Uncheck based on the information in the data that was pulled in. My goal was to be able to use these Checkbox columns to track processes, but since the columns are locked…
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Improved User Auto-Provisioning
It would be great to be able to specify some additional options for user auto-provisioning: Have the ability to add auto-provisioned users to Groups automatically - Being able to add new users to an "All Employees" group automatically would mean they could have access to some resources by default. In my case, users…
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Email alerts on reports?
We have 100+sheets that I have rolled up into a single report that contains due dates for tasks. I would like to be notified if any of those due dates are not met, without having to set an email alert on each of the underlying sheets.
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Smartsheet Automation Sender/Reply-To email causing confusion
With reference to the above, I have recently tested the automation and it doesn't seem in-line with the above. I am the sheet owner, I created the workflow, but whether single user or multiple users who triggered the alert, it is showing my name as the sender. And there also inconsistencies at times which we do not…
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How to manage large data set uploads without Data Shuttle or DataMesh when creating a SCC Blueprint?
I have a client who has a Smartsheet commercial plan and just migrated to Microsoft GCCH. I know DataMesh is not directly integrated with Smartsheet Control Center (SCC). Because the client does NOT have a Smartsheet Gov plan, they are NOT able to utilize Data Shuttle if the source is OneDrive/SharePoint. Does anyone have…
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Calcs for a multiple conditions
Hi, I want to use this formula: =COUNTIFS({1. Main Tracker Range 1}, "Pending", {1. Main Tracker Range 3}, TODAY(-1)) + COUNTIFS({1. Main Tracker Range 1}, "Confirmed", {1. Main Tracker Range 3}, TODAY(-1)) Which has two different conditions, this worked in the Summary tab. When I am referencing it is not coming out. In…
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Automation - replace existing values in multi-select column?
Hi all! I have a question about an automation I'm trying to set up. We have an onboarding status dropdown column that people can check off as certain steps are completed, and I'm trying to automate so it's not so manual and time intensive. The automation is the following: when a date is reached for date field "SIV Date"…
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Record a Date for Document Generation and Different Attachment Separately
I had a workflow in a sheet setup to record the date of an attachment and I recently setup that same sheet to perform a document generation workflow separately. The document generation workflow doesn't allow for a different date record and now is triggering the date of attachment workflow. Is there a simple way to separate…
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Conditional Formatting for Proof Approvals
Would be great if once all parties have approved a proof (using the built in proof approval feature), conditional formatting can be applied to a row. This way we don't have to go in and manually check the status on who has approved each line item. I haven't found a way to do this and have viewed a lot of forums. If anyone…
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Merged: Add HTML formatting in Automation Workflow Notifications
This discussion has been merged.