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Update Request Reminders for Specific Condition
I want to use update requests to allow individuals to upload a supporting document as an attachment to a row OR paste a link to document in a column. Let's call it the "Documentation" column. Users will usually add a new entry to the sheet and then get the needed documentation at a later date so we want to remind them to…
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Auto populate a form offline with multiple layers
Hello, I run a cookstove project in Africa. We need our field staff to inspect the stoves regularly. Each staff member has their villages to manage. And each of their villages have approx 200 houses. When checking the stoves, we need the user to select their village on the Smartsheet form. It is easy enough for each user…
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Anyone experiencing automations not working?
I have 20 automations all set up the exact same way to copy a row. Out of these, 5 of them stopped working when a row is added (how they are set up) or won't work when I manually attempt to trigger them. When I do the manual; for the entire sheet or a specific row, it says that it ran successfully but doesn't update the…
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Automated Workflow Not Triggering as Expected in Delegate Sheet
I have two different sheets, and I'm facing an issue with automation triggers not behaving consistently. The Main Sheet contains all data and approvals. I set up an automated workflow to send reminders every second day to approvers who haven't checked their assigned tasks. This works perfectly without manual intervention.…
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Date Range in Date Column + Automation
Hello! I have an automation that currently sends users alerts based on the date in a column called "End Date". A majority of the time, the end date is a single date. However, sometimes the end date can be two or more days (ie- May 7th-8th). While I can write into the date column ="May 7th-8th", that will prevent my…
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How can I
I'm trying to find a way of updating the column Term Expiration Date with the New Term Date column. I currently have a workflow that once a date is entered into the New Term Date it copies that row to a new sheet. The problem that I am running into is if I use the Data Mesh, or Data Shuffle it tends to update…
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Is anyone using a "ai service" for meeting notes and importing into smartsheet?
Hello - we track client meeting notes for our projects in a smartsheet. We use a parent-child relationship for the meeting titles, and the children are all of the topics. We track open and closed items with assigned to and dates. We might have 20 meetings for a client. It works pretty well. We are recording the meetings…
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Alert Automation: Links are not working on our Client's Email but working on others
Hi All, Our problem is not being able to click the Hyperlink we attached to our Automated Alerts. When we test it out on our side, it works. It also works for external emails/personal emails. My initial conclusion is this could be a security issue on their outlook. But I would like to know if anyone experienced this before…
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Add Attachments while filing a form
I have a Smartsheet form that my team uses for auditing processes. Is there a way to have a "Upload an attachment" option into the form?
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Dropdown list
Hello! I have a Smartsheet document with columns that have dropdown lists. When I enter a value into one of these columns that is not already available in the dropdown list, I want that value to be automatically added to the dropdown list without having to manually edit the list. Is there a way to set this up so that new…