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Proper Safety Management System (ISO 45001)
Has anyone created a successful Safety Management System using smartsheet? If so, do you have a template?
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Can I set a recurring event and reminder in Smartsheet?
I have a project plan that I am working on that requires certain tasks to be completed weekly, monthly, or quarterly. Is there a formula or automation that can be used to make a task recurring?
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email notification
I would like to set up my orientation registration smartsheet to send an automatic email to the person submitting the registration form confirming the date of the orientation. I do not want to share the sheet with everyone completing the form. I have a contact list column (this is who should receive the email) and an…
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Why won't my automation to record dates work?
I am trying to record a date for each of our statuses listed below. Approval Pending, Approved, Denied, In progress, Completed, and Removed Most of these statuses are updated by a formula when dependencies are met on my sheet. The formula for the statuses is working correctly, but for whatever reason the In progress,…
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Auto-Sorting sheet hacks
Hey guys! I've long been searching for a way to make one specific sheet auto-sort, without having to create individual reports. I know this has been a requested feature for ages and that it's in the works. I was curious if anyone has come up with any clever workarounds that can be used while we're all anxiously waiting? I…
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Reference worksheet name in alert automation
Please see the attached for reference. I have an alert automation to let my reception to expect bid submission on a triggered date. When I look at the email, attached, there is absolutely no indication as to what worksheet the automation came from. How do I fix this so that my admin will know the name of the project…
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Placeholder in automated email of sheet name?
I would like to be able to include the sheet name in a time based update automation which is a part of a template set. While we could make it a part of the set up process to update this automation manually with each new project, ideally we could just insert a placeholder for {{Sheet Name}} and have it fill in. This would…
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February 29th Automations?
Hi all, This may be a silly question, but if I have set up automations on my sheets to be performed on the last day of the month for February to re-occur every year and it was set up on the 29th February, will I have any issues for the following years? Basically asking does Smartsheet recognize leap years? Thanks!
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define user
Hello, I have a specific cell. When a value is entered into this cell, the person who entered the value should fill out a form from another sheet. I've tried to implement this through a workflow, however, in my sheet are many editor columns as there are different roles in a row, so it's not possible to define who should…
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Is there a way to create an automation to change a cell to a formula?
I'm trying to copy data from column to another, but only if certain conditions are met (i.e. if a separate column is checked or has a specific drop-down selection). I tried creating an automation with conditions that writes a formula to copy the cell into the column I want, but it adds a ' to the beginning of each function…
