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More than 2 actions following an approval
Is it possible to have more than 2 actions after an approval in the same workflow? We have a sheet that requires the tasks to be approved by a member of leadership. If it is approved I need the project lead to get an alert, the date to be recorded, and the status to be changed. I would prefer not to have multiple…
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Automation action to Record <Current User>
It would be great if we could have a new Automation Action to 'Record the <Current User>'. This would be useful for checklists where we want to capture the User who ticked a checkbox column, as well as the date on which it was ticked. Currently, we can only use the 'Record a Date' automation action for the latter part of…
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New Automation Action to record User in Contact List Column
It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing…
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how to send 2 different forms
Good morning, New to Smartsheet to still learning. Is there a way to automate sending an "invite" to someone on a date in the Gantt chart followed by a "poll" to the same group on a different date? My current thought process is to create different columns with "XYZ" and if XYZ is checked, run the "invite" script, and if a…
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Automated Notification to include all Contact Lists on sheet
How do we set up automation so each Contact List POC can see who else was included in an email notice? For example. when you send a notice from a row then it allows for all on the contact list to be included in email and visible to each other in TO: however when we set up the automation then it only allows for the email to…
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Is there a way to remove blank rows from an automated email?
I created a form, that has logistics factored into it so when one question is asked depending on the answer, a box may appear to continue down the form. When the form is submitted and i recieve the email notification, all the boxes on the form appear even if they are blank. Is it possible to adjust this so only the boxes…
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Update Request using a Form
I am creating a SmartSheet that we will load specific rows to it. I then would alert the contact of their row via Alert Someone workflow. Then the person would have to update a couple of columns/fields in the Smartsheet. Here is my problem: The Update feature doesn't give you an option (that I know of) of formatting the…
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Copy Sheet w API doesn't copy over "Cope Rows" Automation action
I am using the Smartsheet SDK When I copy a sheet using the API (either by copying a template w/ client.Workspaces.create_sheet_in_workspace_from_template or client.Sheets.copy_sheet) I can use the "include" query parameter to capture conditional formatting, forms, and automations copy over, but a specific COPY ROWS action…
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SmartSheet Automation and Sheet Update Delays
I've ran into an issue when trying to maintain a sheet. Triggered settings within automation to send out emails to assigned users have been receiving delayed emails anywhere from 1-2+ hours. Is there an explanation on what could be causing the delay? Initially there were about 40 automation flows setup to send to various…
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How to get rid of the "Reminder" as the 2nd row in my slack alerts
See screenshots of my automations set up and slack alerts. I want to get rid of: row 2 of slack alert: Reminder row 1 of slack alert: Reminder to schedule testing for BD_Proteinase K (Item ID: RGT0172_01, Lot #: 209482) row 2 of slack alert: Reminder row 1 of slack alert: Reagent BD_Oligo Binding Buffer (Item ID: RGT0173,…