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Linking two sheets in a very specific way
Hello all! Like my title says, I am trying to link two smartsheets in a very specific way. I have a process in which I have individuals requesting support for specific courses this is tracked in one sheet. I then have a second process that hires people to provide support for those classes. Where I am running into trouble…
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Automate Status Change Between 2 Sheets
I have two sheets, both with Status columns. Ideally, when the status in sheet B changes, I would like the status in sheet A to change. For example, if my tester (sheet B) changes the status to "Test Failed", I would like my Defect Critical status change to "To Be Reviewed" Can this be done through automation or do I need…
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Regions Implementation
Hi I was looking at getting Zapier to work with Smartsheet and because I use Regions, this doesn't work. I understand the need to push forward with new functionality, however, many of us need to use Europe and therefore, Regions and I don't understand why Smartsheet as a company, can't bring the basic features to us. Are…
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Attaching my Smartsheet generated PDF
Good day! I've been successful previously creating automation for a worksheet that includes auto-generated PDF from a fillable form link and automated attachment of the PDF and successful send of the PDF to myself (my test email). Later I had to make some updates to the form, renamed the form, and revised some of the…
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Auto-Rescheduling Tasks (Based On Tasks Being Dragged)
Please see attached screenshot on just a draft option on what I am playing around with. I want to drag Task 4 to actually be Number 1 priority and for that Task to be completed 1st (however I don't want to use the Dependencies feature as the tasks are NOT linked, they are all separate) and I want the dates to all change…
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Trying to send information from another website to the SmartSheet API
I have been trying to send information to Smartsheet through the API. I can get records to view, however, when I go to post a new record, I get a 200 Success message, but, no data was transferred. I have reviewed the API Documentation and I was testing on the 13th and noticed on the 16th a bunch of rows added that were not…
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Workspace Title automatically populates in automated message
Need title of workspace to automatically show in my automated message so my teammates will know what exact project is in subject
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Merged: Remove the Smartsheet <automation@app.smartsheet.com> "From" Email sender
This discussion has been merged.
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Remove "automation@app.smartsheet.com" from sender email address
The OIT Security department at my university received a report that an email from automation@app.smartsheet.com may be phishing. We send a number of Update Requests through Smartsheet that require action from the receiving party. If the email is perceived as phishing by the recipient (or flagged as Spam by the email…
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Email Notification Improvements for Sys Admins
Because I am the categorized as admin I get all of the notifications and access requests for the Smartsheet. The system was not set up like this in 2024. Getting so many requests and notifications is distracting from the notifications that actually are important. It dilutes what is a priority vs. what is not. It also puts…