-
Automation: Trigger only when an attachment is added
In sheet automation, it seems that you can get an alert if an attachment is added, but only if rows are added or changed. We want an alert when an attachment is added even if no data is changed. How can we accomplish that?
-
Nonsense letters - Mapping PDF doesn't pull information from form/sheet correctly
I am trying to use the entries from a form to auto-generate certificates of completion. It seems I have everything set up correctly (Fillable PDF mapped, set up in the workflow, correct column naming etc), however it generates nonsense letters for the entries. Any ideas on what I should troubleshoot to fix this?
-
'Record a date' automation action does not recognize date column
Hi, I have a date column in a sheet (which is used for schedule calculations, so the type cannot be changed); I am now trying to add an automation to fill in this column if another changes and this is blank. However, when I try to deploy the 'Record a date' action, it says that there are no date columns…. How do I resolve…
-
Automatic Information PDF sent to submitter of form
Hello! Apologies if this is answered somewhere already, but I was having a hard time finding exactly what I was after. I have a form I am sending out for applicants to submit. Is there a way for these applicants to automatically receive a PDF document after submitting the form? Currently in workflow automation I have it…
-
Is there a way to convert a large number of contact cells at once?
I have over 5000 rows in a sheet that has been exported from ServiceNow. Every row has a contact cell that is filled out with a raw name, no company email. Is there a way of converting every cell into the respective company email for that person at once? The manual method, typing their name and selecting the pop up, will…
-
自動化（Automation）での更新依頼メールから”シートに移動”が表示されないようにしたい
こんにちは。いつもお世話になっております。 自動化の機能を使って、シートの共有者（＝担当者）に内容の更新依頼を定期的に出しています。 担当者へはSmartsheetから自動でメールが届き、「リクエストを開く」のリンク先の更新フォームから情報の更新をお願いしています。 このメールには「シートに移動」というリンクがあるのですが、このリンクを表示されないようにする方法はありますか？ シートには担当者には共有したくない情報も含まれているので、担当者へはそれら情報を除いたレポートを作成して共有しております。 一方で、シートから担当者とコメントのやり取りやレポートからの情報入力をしてもらいため、シート自体も担当者と共有をしています。…
-
i am trying to create an automation but cant find the any the sheets on my workspaces
-
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?
-
Time based automation not working
Hi, I have set up a time-based automation, but it never triggers. This is what the automation trigger looks like: However, I have found that it never seems to trigger; the automation itself seems OK because if I trigger it manually it works perfectly. Is there a log to indicate what's gone wrong? Any idea of why it might…
-
Follow-up email, IF no input is entered within timeframe
Hi everyone, I am currently working on a Smartsheet solution to support a compliance declaration process. The process is straightforward: Prior to every board meeting, a form is sent out to departments where they need to answer a YES/NO question confirming they are/aren't adhering to any applicable compliance regulations…
