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Lead Tracking In Smartsheet
I need to be able to track leads sources in Smartsheet. There is currently no ability to passthrough the URL of the embedded page for UTM parameters. None of the options for fields support scripts to manually pull that URL for example; <script> document.getElementById("demo").innerHTML = "The full URL of this page is:<br>"…
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Auto Send Email Template
Hello guys, I'm trying to build Hiring Candidate Process so I want to build an automated sending email with a premade template, can smartsheet do that? for example: 1st interview => fail => send "thank you" email Thank you very much, hope you guys have great day
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Workflow Triggered Unexpectedly
I created individual workflows to trigger weekly on Thursdays if the following conditions were not met: ● Created "is not today" AND ● Center "is one of" <center> At the specified time an email was sent to the designated recipients to remind them to submit an update. In most cases, the center submitted its update the same…
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Setting up Update Requests for a monthly/quarterly basis
I'm trying to create an Update Request notification for certain rows in my sheet, but to be sent out on either a quarterly or monthly basis. More specifics--I am in a legal dept at a mortgage company, and trying to track common questions our regulators ask commonly. There are items where our responses may change on a…
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How to calcualate time difference
Hi Team, How to calculate time difference 10:00:30 AM Start Time - 11:12:00 AM Regards,
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Assign Workflow issue
I think I've been looking at this for too long and I need help! I received this message "We had additional conditions set up that didn't show disabled, but wouldn't assign on this workflow so we changed them to be OR and apparently it still isn't assigning but isn't showing as broken either" In the attached picture, is…
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Automated Workflows with multiple actions are not working
I have an automated workflow set to trigger anytime the value of a cell in a specific column changed. The workflow has 2 actions: Notify a Specific Person (me) and Change the Value of a Cell (In this case, it is a the cell is a checkbox and I want to set the value to checked. The workflow is sending me notifications when…
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How can I convert text names to existing contacts in my account?
I manually imported an Excel file into Smartsheet that has hundreds of names as text (no e-mail addresses) which I'd like to use to pull existing contacts in my account. The first and last names match to what's in my account. I've changed the column on my sheet to 'Contacts' thinking I'd be able to leverage contacts in my…
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Automated Copy a parent level row without the children
We have a desire to generate metrics from our multiple project backlogs (grids with parent/child hierarchy). The parent level indicates a deliverable product and that is what will drive our metric. In order to populate a grid from which to derive the metrics, I'd like to automate copying the parent row without its child…
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Regarding Data Shuttle offloading
Good morning/afternoon All, I am attempting to creating an auto offload of a sheet using Data Shuttle, but keep running into this error each time I attempt to run the automation: "Workflow Execute: A required header was missing or invalid: Content-Length" The sheet has 47 columns and about 200 rows. I am trying to back up…