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Best way to implement a notification upon sheet creation
Hi Smartsheet community, We have a number of pre-formated sheet templates that we make available to workspaces in Smartsheet. Smartsheet users are able to save copies of these templates for their own use (including any templated automations). What would be the best way to implement a notification that triggers each time a…
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How to create children in large sheet automatically
Hi! I'm new to SmartSheet and not very good with Excel 😪. I have a sheet with over 18,000 rows that I would like to make any cell in the primary column with a date a parent of the rows beneath. I used an excel formula to find and add the date to the Primary column based on blank cells and a separate Event Date column (see…
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Sheet Template, Microsoft Teams, Automation Error
I have a question about a template I’m using in smartsheet. I set it up to send notifications to Microsoft Teams, but when I use the template to start a new sheet, it clears out all my automation rules for notifications to those teams channels. Is this normal behavior? insight would be helpful
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University Permit or Special Event Request From
Hello, I am wondering if anyone in this group uses Smartsheet for Permit or Special Event applications? We are looking to utilize Smartsheet to streamline our Alcohol Permit process and I wanted to see if anyone is already using Smartsheet for something similar. Thank you in advance!
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Are Automations Reliable?
Hi Everyone- I apologize in advance if I am violating any community guidelines by asking this, but I'd like to survey some experienced users. Are automations reliable enough to trust for essential workflows? I have built automations for recording dates, moving rows, copying rows, changing cell values, etc. In almost every…
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Vaccination Status/Testing Report
Does anyone have an easy solution to tracking employee weekly testing? My thought is that any employee that shows as unvaccinated will receive an alert each week to upload their test results. (I don't have a problem setting that up). From there, if an employee doesn't upload the test results each week then an alert will be…
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I want to automate a checkbox called "Recently Updated" to go to unchecked after 7 days
I want to automate a checkbox called "Recently Updated" to go to unchecked 7 days after it is checked. Anyone ever done this?
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Understanding "When rows are changed" workflow
I have setup an automation that copies a project row to another sheet when the project phase is changed to Waiting to close. The copy is working but it's creating duplicates and I'm wondering if it's a bug or I am misunderstanding how the function works. Based on the wording I would expect this Workflow to trigger when the…
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Alert Someone Notifications not Working
Hi! I am running into an issue where my 'alert someone' notifications are not sending. I have a column that is formatted as a contact list, and my automation is set up to alert the email chosen in that contact list. However, the emails are not being sent. When I test it with myself, I DO receive the alert via email, when I…
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Dynamically emailing a contact updates for just rows assigned to them
Hi all, Our Project Managers are running renovation projects at 300 plus buildings, each project has a single unique row all contained in the Active Projects Sheet The email address for each building manager is kept in a contact column. I'd like to set up an automation that will update them on the construction status for…