-
Merged: Is it possible to simplify the process to set-up a reoccurring task?
This discussion has been merged.
-
Approval Requests Reminder History
Sending a second (+) approval request after the first has no response should update the Approval Status column history indicating additional requests were sent.
-
Reference Sheet Summary Field or specific Cell
Is it possible to reference either a Specific Cell in the body of an email notification/automation or to reference a sheet summary field? In my "Alert Someone" notification, I am wanting to reference either the sheet summary fields or a specific cell in my sheet.
-
When a workflow generates a notifaction to an email, is box size always the same?
Use case: An internal team at my company conducts research. Each morning, their most recent findings are sent via workflow to a prescribed set of internal colleagues. There are different topics (AKA Sheets) so some team members receive a few emails each morning. We have noticed that the notification messages are formatted…
-
Workflow and Automation Simulator
What problem are you trying to solve? I want to solve the waste of time it takes to test automations from several conditions and actions. Furthermore, the additional accounts that need to be created is cumbersome; just for checking if everything is working properly. The solution would be as followed: Show a macro view of…
-
Tracking Created/ Modified and retaining historical data
Hello, I am managing a RAID log which was previously copied from Teams and past into Smartsheet. I'd like to track who and when: created a row modified a row I know those can be automated easily by system columns, however there are some historical data i the already existing columns (creator , created on & modifier,…
-
Where has my automation gone?!
Hello I've inherited some sheets from a colleague. When they handed them over, there were a number of automations set up on a sheet as well as a dashboard. Today, I've viewed the sheet. There are no automations and the dashboard is asking me to add my first widget. Where has it all gone?! I've tried the Activity log for…
-
Automation: Generate a Document (Mapping to Sheet ROWS vs. a Column)???
We would like to map a document (from Generate a Document via Automation) to a Sheet with data in ROWS vs. columns. Is that even possible...seems like we are trying to do something it is not designed to do. So in this example it is Project Name, Number, Description, Type, Region, etc..... Any/all assistance is appreciated,…
-
Automate a response field
I would like to automate a due date of 5 weeks from the creation date unless the status is “On Hold”. Then the date should be blank. When the status changes from “On Hold” to "Open" then the date can be recalculated as above. Unclear how this can be done.
-
Ability to exclude a single column from an Automation Trigger
We have an automation that triggers when any field is added or changed and sends updates. However, we have a field that calculates the aging of each line item. We would like to exclude this single field from the trigger. Currently, our only option is to select all of the columns you DO want to be included, but not ones to…
