I am a dead beginner with SmartSheets and I am self taught thus far so explain to me like I've never seen a computer before :) Our hospital holds daily huddles where each department reports out on questions specific to their unit (current paper form attached). I’ve created a sheet that includes all the questions to be…
Hi guys, I'm trying to copy rows from 3 sheets to another, whenever I'm copying rows from the third sheet its duplicating one of the columns at the end even when all columns in all the sheets are in the same order. Any suggestion to fix this? Thanks in advance,
Hi Community, Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders,…
I'd like to be able to build my own library of workflow automation and be able to "apply" selected workflow automation directly from the Project Plan Smartsheet. Also be able to share my library with others in my account that they may include into their own library so they do not have to reinvent the wheel. Advantages: 1)…
Is there a way to set an automated workflow trigger based on one specific task rather than any time ANY task changes? I'd like to have the completion of one task (when checked as Complete) trigger a start date being added to a new task. Then I can set a trigger for an email to be sent to that Assigned Person that the Start…
I see that attachment links are set to expire after 30 days or 100x clicked. It looks like this is referring to files sent manually through Smartsheet. I'm having issues with the links expiring after 14 days through AUTOMATED notifications. Is anyone else experiencing this? Is this a setting that can be changed through our…
We use the PDF generator tool to auto-generate thousands of approval letters each year. We then have an automaton set up to send the letters out the funding recipients. the validity period for the letters is 90 days, but the attachment link that Smartsheet sends expires after 30 days, meaning we get many requests from…
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Hi, I am trying to extract information from a sheet - I want to specify a value and extract the rows from a sheet or report where that value is found (e.g. say a date and extract all the rows where that date is shown). I then want to export these rows as a document or (ideally) and email. Is this possible? I have been…
I am trying to use Smartsheet for meeting minutes - it works well, but one thing which I would like to do is to circulate the minutes as an email to the invitee. What I would like to do is the following: Trigger an automation manually Have a dialog asking for the criteria Send an email to all the people specified in the…
