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Personal Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…
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Merged: Create a custom Automation Template
This discussion has been merged.
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Why isn't automation working?
This is a simple automation that is not being triggered and I can't figure out why. Could use your advice please! When the intake form is submitted, it updates the intake sheet, but the automation doesn't appear to be triggered as no emails are sent/received. I cannot figure out why.
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Advanced permission setting for approval flow
Is that possible to set up the dedicated password before "open request" to enter the approval page? If approver A has received the request and has no permission to open the attachment, he will forward this email to the related party to get the password. In this case, other people such as B may click this link and submit it…
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Add multiple rows in a sheet when certain task type is added
We have some jobs that are repeated and require a standard set of tasks to be completed. I would like for when certain job types are added to a sheet that it creates a standard task list in another sheet. For exmple, when a kitchen renovation is added to the Sheet 1, I would like 10 specific tasks to be added to Sheet 2.…
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Automated condition blocks: Attachments
Is there a way in Smartsheet Automation to either allow or disallow and automation based on whether or not a row contains an attachment? I am trying to create an update request workflow that checks if one column has a checked checkbox, it should then check to see if there is an attachment. If there is not attachment it…
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Merged: Print or Export Automated Workflows
This discussion has been merged.
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how to resend an approval notification
I need to resend a approval notification if its not approved in 2 hours.
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Add Column Description to Update Request
Include the column description when an update request goes out to provide some context to the column if it has a generic name.
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How do I get my datasheet to show the months requests were opened and closed
when my request tracker sheet's input is in calendar format? Current set up is as below, and I'd only like to use data from column A & B to ensure better accuracy in the data sheet: