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Allow editable formatting in automated emails
It would be great if similar to a document generator, we could generate an email template. One example I have attached where it shows "1 row added or updated (shown in yellow)." It would be great if that was an option to enable or disable some of the email elements or have my own format filled out with information in my…
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Notification Automation only sending to first drop down value of a multi select
Hi I am trying to have alert email notifications sent to multiple people when multiple drop down values are selected. In the image, if all three drop down values are selected in a cell, only documentation is notfied and not the others. Is there something I am missing in having all alter notifications to send off with…
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Accurate trigger behavior when testing automations with weekly frequency
The "Test now…" feature currently doesn't reliably reflect what will actually happen when an automation is triggered. I set up an automation using "When a row is changed" as a trigger with a weekly frequency. I wanted to send an update request for only rows where the status had changed to Approved over the last week. When…
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SmartSheet Data to Excel Macro OR Any Alternatives?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
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Clickable Links
How do I add a clickable link inside a message sent via automated workflows? I tried adding a link to direct the recipient to another sheet so the recipient can reply to a survey, but when the message arrived in the recipient's inbox, the link is not clickable.
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Smartsheet Automation: Copy and Move Rows Limits
Hello all, this might be long winded, so apologies!!! My situation: I have a Smartsheet currently that holds all information for the current FY24 - Lets call it Sheet A. Coming in October, this information needs to archived off of this sheet to lets say sheet B so then Sheet A is blank and can intake FY25 information. I…
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Automation based off auto-date-stamps not always working
Hi, I'm having intermittent trouble with a move-row-to-another-sheet automation triggering off of a Record a Date automation AND a user selecting a drop down. Process- A user creates a PO and enters data into the PO Number field. The Record a Date automation recognizes any input into this field and posts a date into the PO…
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Merged: Save Draft Automations/Workflows
This discussion has been merged.
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Merged: Trigger a Data Shuttle Action via Automation Workflow
This discussion has been merged.
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Merged: Copy/replicate Workflows
This discussion has been merged.
