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Automation to copy row at specific dates
I have a sheet that I would like to automatically copy rows (with triggers) on specific dates. Does this mean I need to create an automation for each date?
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Can't get a Smartsheet digest instead of real-time notifications
I want to receive all automated notifications once a day instead of as they happen on a particular sheet, but I cannot figure out how to set this up. All other people need to see the notification right away. A search brought up how to do it in Resource Management, but that is not where I need it.
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Smartsheet Automation Email Delay – Takes Around 20 Minutes to Send
I have set up an automation in Smartsheet to send an email notification when specific conditions are met. However, I’ve noticed that there is a delay of approximately 20 minutes before the email is sent. Is this expected behavior, or is there a way to reduce the delay? Has anyone else experienced this issue, and are there…
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How to Automate Email to the Submitter?
I'm trying to set up an automation that will email the submitter once their request has been set to a status called "Approved". I made a Contact list column for the submitter to enter their own email, but when testing this automation, the submitter never got an email. Any help with this would be greatly appreciated!
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Ability to 'CC' someone on an autommation
Hello, I have a standard alert for when a task is marked 'Complete' to send the Owner of that task an alert. I also need the same email alert to go to two other people. In other words when the task is complete, send Owner + 2 others an alert. Where the Owner is different for each task but the 2 others remain the same How…
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Automation Trigger Help
In the Project Management Learning Path via Smartsheet University, I'm running into an issue where it will not allow me to run the 'Regular Task Update Request' weekly on Monday, Wednesday, and Friday as the instructions ask me to do. My only options are X days before, X weeks before, X days after, and X weeks after. There…
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Creating a dashboard chart to represent the star symbol feature
Hello! We use the star symbols as a column in our project schedule to show the status of the project. I need to create a chart that shows graphically these statuses but have been running into many issues. To help, I created a column in the schedule that is automatically populated with the number of stars for that row.…
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How do I create an automated email that includes all attachments at once, including a mapped doc?
Hi all, I'm trying to figure out the correct automation settings to have one email sent that will include a link to all attachments. I have set up a mapped document and automated email for when a row is added or changed. Currently, I'm receiving two emails - one for the new row with attachment links and an additional email…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Help with automation
Hi. I need some help with automations based on upcoming expiry date of contracts. I want to send an email alert when a contract id within 3 months of expiry date. Initially I created a helper/formula field using a formula field called DUCE (days until contract expiry) by using Contract date - Today() and set condition DUCE…