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Can I add an attachment to an automation?
I want to specifically send out the same PDF file when an automation I have set up on the sheet is date triggered. However, I don't want to have to add that attachment to every single row. Is there way to do that without attaching the file to 1700 rows?
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PICK CHART to determine Project viability
Hello, We are starting to use Pick charts to determine project feasibility and impact so that we only work on the most important things. It would be really great if a template set was set up with a project plan template like Template Set - Project Management Office where the template set would have a project submission…
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Ability to run triggers on dates populated by the cell information more than once
Hi, When doing triggers for automation and when using the when this date is reached, if you want to have the trigger repeat every couple days you would need to set the date in manually instead of having it fill by a column date. It would be nice to have it be able have the trigger every couple of days ability for a date…
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Smartsheet and Business Central integration
Hello All, I'm trying to integrate the Business Central projects table with the Smartsheet. I want to create a new project sheet in Smartsheet whenever a new project is added to the Business Central. However, it seems the Create a sheet option is not currently available with the PowerAutomate. Did anyone face the same…
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Work around for Data Shuttle not recognizing identical data
Hello! This is pretty hard to explain but I am hoping someone can help me with this dilemma: I am using Smartsheet to build a tracking system that monitors where field project workers are showing up on a weekly basis. I get the job addresses as a spreadsheet from another department. Since I am working with hundreds of…
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How to replace a blank field with contents from another
Hi Community I need help, I have an onboarding form where there are many addresses to be captured. The registered company address is mandatory The main address is optional on the form as only needs to be filled in if different from the registered address. That is great for the form but on the smartsheet I need both filled…
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Hour notification
Hi, When a user marks a row as in progress and it is still in progress 4 hours later. Is it possible to have the manager notified 4 hours after it was marked in progress and if it is still marked in progress.
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Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
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Alert Workflow removing external link
Hi there, This may be a silly question as im just wrapping my head around smartsheet capabilities, however i have an alert workflow which triggers and the main goal is to provide a link to the correct sales landing page in my external website. As seen in the screenshots below i have created a dynamic link within the sheet…
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Form Automation with Entered Email Address
I am building a form for someone but instead of a contact list, they want users to fill in the email address for the staff in that field. They would also like to have the form notify the person whose email has been entered into the field that there was a request submitted. Can we do this without the Contact List option?…