Automations
Discussion List
- I want to attach a form to a Gannt Chart, so that when a specific milestone is met, the form will automatically be sent to be filled out. I am using the Gantt chart to track multiple jobs, and I want …
- I want to assign people in a column to be the same as the contacts assigned in a previous column, unless the user overwrites the new assignment. I.e. if the Stage = "Step 2", the Step 2 Owner will be …
- Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedul…
- Hi everyone, I’m working with Smartsheet’s Dynamic View and I’m wondering if there’s a way to automatically enter the email of the person updating a specific cell into another cell. I only need the em…
- I have a Control Centre Blueprint that contains two sheets, let's call them Sheet A and Sheet B. Sheet A has a Move Automation that sends the row to Sheet B. I would like it to be that when Control Ce…
- I have a due date (e.g. 28/10/2027) and id like to be notified 2 years before the date. As smartsheet only allows me to set an automation 365 before a due date, I made a helper column which would brin…
- Ich habe mir einen WF gebaut der mich bei Änderung einer Ampel informiert. Ändere ich zwischen zwei Speicherungen in 8 Zeilen die Ampel erhalte ich auch 8 E-Mail Benachrichtigungen. Ich möchte die Inf…
- I have created effectively a 'dummy sheet' version of a Smartsheet for my implementation officers to use to use to request an update form for their item. The rows in the sheet are linked to the more c…
- 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 …
- I work for a company that runs clinical trials; I want to create a way to send out vendor performance surveys to Clinical Trial Managers (CTMs) who work with the vendors on different studies. Each CTM…