-
Automations
Looking to see if anyone else has experienced a similar problem or might have some insight into why the below isn't working right for the team I'm working with. We've setup a grants tracking database that will send automated alerts for various things including if an end date has passed and the grant manager hasn't updated…
-
Users Submitting From Excel to Existing Sheet
Goal: I'm looking for a way for employees to copy/paste or upload new rows of data from Excel into Smartsheet without seeing the full sheet and ideally without needing a Smartsheet account. Project Overview: I'm building an expense report system where employees submit weekly expenses for review and approval. Currently,…
-
Can Form responses generate an email to an ADMIN, as well as the user?
I am familiar with the "send me a copy of my response" on a sheet's form. The format of the email the user receives is nice and looks similar to the form itself. I would like to have that same (or very similar) email sent to the Admin of the sheet as an automation. I am also familiar with automating a notification from the…
-
Did something recently change on the Smartsheet side to cause my automations to suddenly stop workin
I use Smartsheet for work and I have a set of automations that work in tandem to create a daily report for me and my colleagues. I set up these automations over a year ago and haven't touched them since. However, part 2 of the set stopped working randomly about 3 weeks ago. Part 1: Trigger: When rows are added or changed…
-
Add More Data to Generated PDFs in Later Workflows
Hello, I'd like to suggest an enhancement to the PDF automation feature. Currently, we can build PDF with cell data from the sheet, but it would be incredibly useful to allow adding of more data (or even modifications) to the PDF as part of later workflows. This could include: Appending new data collected from update or…
-
How to find an automation among many in a sheet
Hi, I have many (>50) automations on a sheet and I often find it difficult to find a particular automation given the paltry search and sorting functions within the Manage Automation Workflows. To recap, you can (only) filter by (All, Active, Inactive, Unable to run) or sort by (name, date created, date modified, last run).…
-
Merged: Searching for specific automations
This discussion has been merged.
-
Some clarification to clarify
I have a few questions that I need clarification on: This is a question about multiple selection able to run report and auto counted and group in report I asked this question before, but hope things might be updated, we currently only can run report based on a single section in the column, correct? or can we run report in…
-
Customize Success....Entry Submitted Message from Automated Update Request
Hello, When creating a form, you can customize the message at the end of the survey. "Success. We've captured your response." I'd like the ability to customize this message when sending automated update requests & include links to other Smartsheet items. I have the link in the message in the automation, but once the form…
-
"Alert Someone" in a "Contact" (email) column not trigger for some
I have an automation set to trigger when a row is changed and when one other condition is met (need 2 cells to both reflect "approved" to trigger an alert to email the "contact" that their request has been approved). I have no restrictions on the sheet. Still, some are receiving their alerts while others are not and I…