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Share Sheet on Bridge
I am trying to share a sheet via the Share Sheet module. I have set it up with a data reference pointing at a sheet id (I have also tried it with just the sheet ID). I've confirmed the data reference as well. The run log is saying success, but it is not in fact sharing the sheet or sending the intended email. If anyone has…
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Merged: Compile List of Confirmed Sent Notifications (emails) with date/time/time zone
This discussion has been merged.
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How to Send Automated Email to Address Captured in a Form?
I'm setting up a help desk ticketing tracker. The help desk team takes calls from users and captures information in a Smartsheet form, which populates a sheet. The sheet autogenerates a ticket number. I want to automate an email to the caller's address, which was entered in the form. I was able to do this by setting up an…
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How to save attachments added in Smartsheet in Sharepoint using Power Automate
I want to create a flow in Power Automate to save all the new attachments in a Shared Point Every time that someone Attachs a file, that file is saved in one folder.
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Automatically add people in Contacts column depending on the Country
Hello everyone, My team has a sheet with Submitter, Country, Recommendation columns. Each Recommendation is related to a Country. According to the Country, the Submitter field would have to be automatically filled with the respective people for the specific country. The Recommendations are added through a form. In…
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Approval Flow Notification
Hello, I have a Smartsheet where employees log purchases that need to be done on the company visa card and have to get approved before the spend happens. That said, we have three categories of spend level and the approval request goes as follows: Under $1,000 - sent to their manager for approval From $1,000 to $5,000 -…
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Provide a template for an Automated Workflow Report
Provide a template for a standard Smartsheet Row Report that collects all creations and modifications of Automated Workflows. Include columns for the Last Execution Date/time, Next Scheduled Execution Date/time, Sheet Name for the source sheet containing the workflow, Created By, Create Date, Modified By, Modified Date
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How do I set up something in Smartsheet for Multiple Projects with the same tasks for each?
Hi, I've spent way to long trying to figure out if Smartsheet can do what I want it to do so I thought I'd ask the experts. I have about 70 events a year and 150 tasks to complete for each event. It is just me working on this so I don't need to assign or escalate. I need to have reminders on certain tasks for different…
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Save a report on a monthly basis
Hi I have a Smartsheet report that I need to save a snapshot of on a monthly basis (1st of each month). Ideally I'd like this automated so that it is downloaded as an excel spreadsheet each month. Currently this is just done manually, by using a reminder and someone needs to login and download the snapshot on the required…
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Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
Hello, I am trying to create a workflow where specific people at a given project are notified when a request is fulfilled. I have set it up as it appears in the included picture but I am only receiving alerts when the first project is selected. Do I have to create a separate workflow for each of the projects or is there a…