Automations
Discussion List
- I am looking for a way in Smartsheet, wherein employees will create an email and send to a specific email address and once sent it will automatically create a row in Smartsheet(not using add in). Is t…
- We have "live" metrics collecting data from multiple departmental sheets, and display them on a dashboard. Works beautifully. The challenge is, we need to save each metric into an historical sheet, wh…
- Hi all, I am trying to COPY rows automatically when a project owner name is changed from the original sheet to a destination sheet. The original sheet has cross links to another sheet and hence, I tri…
- Hi there, I've set up an automation on a sheet and noticed that the dates in the automated emails are in the incorrect format, despite me setting my regional preference in the settings. I have the dat…
- Hi all, I’m building workflow automation for tour requests. When a requestor selects items from a dropdown list, the responsible people should be notified. Attached is a picture of my automation. Only…
- Hi there, I'm hoping you can help with an issue I'm having with a sheet. I created an expenses sheet. Once the expense is submitted, via form, to the sheet, I can check a box, click save, and it sends…
- Hi, I have a sheet with hierarchy once one is marked delivered the row with the hierarchy under it moves to a purchased sheet. Once it is in the purchased sheet I would like it to copy rows that are b…
- Is there a way I can populate a Smartsheet with entries from a WordPress form? We use the Gravity Forms Addon
- We use a Smartsheet and form to manage requests for free tickets to our shows for internal staff. They fill in their name, email, position in the company, show they want to see, first and second choic…
- Hi All, I'm starting out with Smartsheets and trying to set up a basic workflow to copy rows into another sheet based on whether a checkmark field is checked. Please see below my current setup. Having…