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Updating a live excel sheet through smartsheets
I use a smartsheets Gannt to track progress on multiple projects at once, I also use an excel to visually track each project on a more detailed level. Is there a way of linking individual dates from 1 single smartsheet so they update on an excel sheet?
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Automation: Delete Attachments
Allow for attachments to be deleted if a condition is met.
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Multiple workflows for a Product Approval Process (URGENT)
Everyone, I hope you are doing well, I wanted to reach out to you to try to find a solution to the current problem I have. The Smartsheet spreadsheet that I created managed the information of 4 different plants. The process is: (1) The information is entered in the sheet by submitting the info throw a form. One of the…
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Is it possible to send a copy of a form to someone else at time of submission?
We have a large field team with a hierarchical organization. Usually the guys at the bottom are submitting forms which are basically project requests. They access these forms through shortcuts on a published dashboard. We have a required contact field in the form for them to select their name and their supervisors' names.…
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Automatically assigning a row to a parent line once an intake form is filled
I would love it if there was a way for a row that is entered from an intake form to automatically categorize to a parent line and have the option to place it at the top or bottom of the children. For example, if I have a ticket request form and on the sheet there are 3 parents, Pending, New, and Closed requests. When…
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Merged: Create Workflows from Reports
This discussion has been merged.
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Log automated workflow actions on the Activity Log
For compliance purposes, it would be helpful if the actions of automated workflows would log on the Activity log. For example, when automated messages are sent it would be helpful for the Activity Log to date and timestamp that action along with the name of the workflow. Lots of us using SmartSheet need robust audit trails…
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Reminders and Notification format
Hello, I have an automation to send weekly notifications of the status of projects to the person assigned to the project. I noticed that the email received creates a message per row and not just one message with the summary table at the end. I have the same automation on other sheets and the format is correct. Is there…
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Automation messages
Hello Everyone, Is there a way to change the sender or reply line in automated notifications sent to people in emails? I am the owner of a lot of sheets, whenever someone sets an automation on those sheets, the replies come to my inbox. Is there a way to direct those replies to a different inbox? I am aware, we can add a…
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Request for Enhanced Hyperlink Functionality in Automated Notifications
Currently, when adding a hyperlink in an automated notification or alert, the only method available is to insert the full visible URL, like "http://salesforce.com". We need a feature that allows embedding the URL behind text, such as "Click here to go to Salesforce." Additionally, hyperlinks included in automation messages…
