-
Creating a formatted/merged email from a grid
I have a complicated workflow that I'd like to significantly reduce, in terms of time spent. Working from a standard grid, I need to format the email, pulling some summary information for a project and then adding specifics for each individual tied to each project. A few points: the summary information is currently in a…
-
Complex Automation
In a sheet, in the primary column (Task Name), I have multiple parent rows with all of the same child rows beneath each parent row. A simplified example is each Parent Row is a new lot number, with two associated child rows called "Date of Shipment" and Date COA". There is also a drop down Status column. I want to create…
-
Conditional Formatting in Rows Resulting from Formulas
Hello, This might be somewhat of a long/confusing one. I am trying to figure out how to better automate categorization for blood pressure categories when being placed into a sheet. For example, in the image below the column "BP" is where the initial number is input. I then put a LEFT formula in the column "Sys formula" to…
-
Automation Rule: Change Status to In Progress Based on % Complete Between 1% and 99%
I’m trying to set up an automation rule in Smartsheet where the “Status” column automatically changes to “In Progress” when the “% Complete” column is updated to a value between 1% and 99%. I noticed that there isn’t a “between” function available when setting conditions in the automation workflow. What is the correct way…
-
Distinguish Access Acceptors from Admins
Our sheets & workspaces require many people to have Admin level capabilities, which means that when someone requests access to a sheet or workspace, that email is sent to every Admin. This causes confusion and higher risk of no access granted (because people have learned to ignore the emails) or the wrong level of access…
-
Can automated emails from a sheet be forced to individual emails?
Smartsheet is currently combining my automated emails from multiple lines into a single email. Is there a way to force each line to get its own email? I have column placeholders in the subject and body of the message, but it always combines lines into a single email when the automations are triggered at the same time for…
-
Merged: Allow automation emails to send to Smartsheet group
This discussion has been merged.
-
Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.…
-
Can automated email come from a specific email address?
We created a tracker for the Records Management team and need all emails coming from the tracker to come from the email address associated with the team. Is there a way to have all emails come from this specific email? I see options for the owner or from general smartsheet but not an option to have it come from a different…
-
Data Shuttle Collaboration Improvement Opportunities
Being able to share Data Shuttle workflows is great, but there is much room for UI and UX improvement. For starters, Ownership is invisible/unclear. There is no indicator that one of the collaborators is the Owner, or even that there is an Owner. The Workflow Sharing settings just show all Managers as equals. Then the…