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Is it possible to send the automation from particular email.
Hi, When we use Smartsheet automation, by default the email will be sent from Smartsheet automation. Is it possible to share the Smartsheet automation from any particular email.
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Merged: Adobe Integration
This discussion has been merged.
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What’s the best method to add new automated workflows to existing projects?
Is there a way to use Global Updates to add automation rules to active projects? We are under an enterprise plan with control center I want to add several new automation rules to all active projects (200+) I do not want to do this manually for every active project. Any recommended options would be appreciated. Example Use…
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Issue moving rows to another sheet
Automation to move rows with 'approved' status and 'move to archive' selected. This time, put a filter (Status=Approved) on and checked the 'move to archive' box. Status for ALL rows was changed to approved and all rows were moved to the inactive sheet. Reviewed this with Smartsheet - found nothing wrong. Had to pull a…
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Send individual tasks to assignees.
I am able to make a report with a list of tasks that are filtered as I need. I have an upcoming tasks report, and I have an ending and overdue tasks report. I can send this report out daily or weekly. But this isn't really want I want. I want my guys to get an email tat only consists of tasks that they have not already…
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2 tracker sheets, merged into one resource sheet?
Hello, I have two sheets, one is a fabrication tracker that tracks different jobs in our machine shop, and we have a design tracker that tracks current designs being worked on. I would like to combine both trackers into one resource tracking sheet that shows [Name] [Job #/ Design #"] [Role] [% Occupied]. Image below is…
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How to have multiple sheets show active items from a master sheet containing statuses?
I have a master sheet and want to feed multiple other sheets information from it. Master spreadsheet: is an employee roster, listing all employees and their status (active, inactive) Sheet 1: has a list of required training and training expiration dates Sheet 2: has a list of company assets assigned to each employee I want…
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Merged: certain cells remain locked until specific data is entered in another cell
This discussion has been merged.
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Automatic project creation and reporting
Dear community, I have a scenario which gives me quite a headache. I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set template. The form will have multiple fields. Once the form is submitted it will have to trigger an alert/reminder for…