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How do I limit the number of entries under the same company name
I have a list of companies that are allowed 2 complimentary registrations. I want a notification sent if a third registration is added that tell the company rep they need to pay for the third registration. I have a list of company names with the contact information. I then have the registration list with a form for…
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Update Requests - New Row
I've set up an automated Update Request with the following fields, Date, Update (text field), Details, Start Date, and End Date. All I'm looking for is for colleagues to provide a weekly update on their projects with it's a simple Date and text update in the Update field or to include the Date (Start or end) fields. I want…
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Advanced permission setting for approval flow
Is that possible to set up the dedicated password before "open request" to enter the approval page? If approver A has received the request and has no permission to open the attachment, he will forward this email to the related party to get the password. In this case, other people such as B may click this link and submit it…
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Working with Automation Workflow conditions
I have an Automation workflow that is scheduled to send an email to a list of current committee members, asking them to complete an intake form (form link is included in the message body). Below is that workflow: I have a symbol column in my sheet called “Form Sent”, and each row will be given a green dot to show the form…
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Can attachments be included in the body of the email?
Has anyone had any luck or figured out a work around to include attachments in the body/message of the email? I have received feedback from recipients of the emails that it would be more efficient to be able to download the attachment directly from the email, rather than open an update request, open the file, save the…
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Copying row from one sheet to another
Hello, I am trying to copy a row from someone else's intake sheet into one of my intake sheet using a templated automation. However, when I try to add the automation to the other user's sheet I can't find my sheet. Do both Intake sheets need to be in the same workspace for this type of automation to work?
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attached file to mail
its would be excellent if when i generate file with automation, its will be sent via email and attached to mail conversation' not link .
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Automation to change cell value based on checkbox not working
I've set up an automation to change a cell value to "Complete" when a checkbox is checked. It either changes all cell values (whether the checkbox is checked or not) OR doesn't make any change at all (when checkbox is checked). I've tried a start from scratch automation and a template. Can someone explain what I'm doing…
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Automatically move records to different sections based on their status in my Project Intake sheet
I’m trying to build a workflow to organize projects in my Project Intake sheet based on their status. In the sheet, I have several sections: Active Completed Archived Test Projects Cancelled Each section corresponds to a specific Project Status. I’d like the workflow to automatically move a project record to the…
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Automation to Move cells without individual logic
Hi Smartsheet Community, I’m looking for assistance with optimizing our workflow for our project intake process. Here’s our current setup: All project requests come in via a single intake form. They populate into our Prioritization Tracker Rows are triaged as Declined (move to Declined sheet), Backlog (move to Backlog…