Automations
Discussion List
- Currently in a Project Sheet there is no way to automatically change a Date in the Finish column once the % Complete column changes to 100%. I am trying to have the schedule auto update the predecesso…
- Hi. I am using an Automation workflow template for Alerting someone given a change in a row. I would like to send an email to a given email address in an 'Email' column in my sheet if something in the…
- Hi All, I know we can integrate Slack with Smartsheet to send notifications to Slack. I would like to know if it is possible to use information in Slack Workflow to update Smartsheet automatically. Th…
- We are building a smart sheet system that includes one base sheet along with several reports that break up columns, depending on which stakeholder is viewing the report. The goal is for no one to actu…
- In the automation process, where you can select which fields are sent in an email, it would be great if we rearrange them. If you want to add a recently added field from the grid to the top of the lis…
- I created an automation triggered when a row is added from a form. the form contains also an attachment. when the row is added I get a notification on smartsheet which includes the attachment, but the…
- I have 1 main sheet and 4 separate data sheets and the goal is to send an autogenerated document to the Requester once each department is done with their process for onboarding a new hire. I was succe…
- Hi - I work in higher ed and I am trying to create an application that when a field is changed to one of 8 choices, that only the choice selected gets contacted for approval. For example, the school c…
- Hello! I have a sheet that sends out emails on the first Monday of each month that contains a pdf copy of the sheet. I would like to edit who receives these emails but cannot find where to do this. Th…
- Hello, When doing a project plan, I'd like the ability to update how this symbol color shows up based on what they choose for their milestone completion progress in this column. Right now it shows up …
