Automation - Notifications for Dynamic View Have the choice to add a link to a Dynamic View from a sheet notification. Right now we have to manually add the URL to the Custom Message
Continuation of 1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for…
I have 2 sheets one where all the intakes are submitted to and a second one where all the complete intakes are moved to. i have an automated action that works fine. Then i notice some task were marked partially completed and they are not being moved even though they should be completed. I created a new automation action to…
Hi all, I a very new to Smartsheet (4 weeks) and this community so my apologies if my question doesn't match the rules. I have built a PMO template and profile which I will integrate with control centre to automatically generate a new project triggered by HubSpot. The template has a set of activities across multiple…
Hello! I'm seeking ideas / work-arounds / the right language to convey the barriers and suggest enhancements in response to the new licensing restrictions. Here is my context. I used sheets to format a 'clinical trial transparency report card' (image below). This sheet curates institutional data from ClinicalTrials.gov…
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Manual task automation isn't just about saving time; it's about building a reliable, repeatable, and secure pipeline. We recently took a standard user-provisioning process that previously required 15 to 30 minutes of manual administrative effort per run and reduced it to a 1-minute automated execution. By connecting a…
Is there a way in Smartsheet to automatically default a date column to 30 days in the future based on certain criteria? For example, if Column A has a value but Column B is left blank, can Column B be set to automatically populate with a date 30 days from today? I tried creating an automation where the trigger is when…