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Approval WorkFlow Email showing in comments cell
I have a approval workflow for my team so anyone on my team can approval or decline a request. However in the comment section it is automatically capturing the email the approval is being sent to in the comments. How do you disable this?
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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Databricks ODBC Ingestion
Hello! Is there an existing way to pipe data directly into Databricks from Smartsheet workspaces? We understand the capabilities of the API and python SDK, but are curious about other out of the box offerings with enterprise systems.
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How do I include field changes in an email (Automation Question)
Hello: I am creating automations for several of my SmartSheet projects. I have successfully created an automation that alerts me when there are changes to any of 5 critical values in a row within my sheet. However, I am trying to determine how to include which of those 5 values changed in the alert email.
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User Interface to collect smartsheet data
I have a smartsheet with data, I would like create a UI for other people where when they just type one of the specific data (such as name) and information about that row pops up without even opening the smartsheet. So it is easier and quicker to retrieve data.
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Replacing form entries instead of copying
I have a smartsheet with a form automation that collects information like a survey. However I want to make it so when an entry with detail such as name is already in the smartsheet it replaces it with the new form data rather than creating a new entry.
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Merged: Automations Tracker
This discussion has been merged.
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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Best option for a simple cross-table join.
I want to do what I think is a simple cross-table join. I have a table with a list of project week start dates (lets assume 40 weeks). I have a separate table with a list of all resources working on the project (lets assume 20 resources) I would like an automated way to create a new master table which has a row for unique…
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Allow Automations to send PDFs of Reports
When I go to Print a Report, the print box asks me a few things including if there is a note I want to add to the header of the report. I have used this feature to add Contact and Address Information to the PDF that is created. Rather than downloading a "print" of the report and manually emailing them, I would MUCH RATHER…