Automations
Discussion List
- I have 22 projects with identical tracking sheets and identical automation set up on those tracking sheets. The automation has been set to run every Friday for the last month. It just copies the curre…
- Hello! I built out a form in Smartsheet and set up an automation workflow to notify a specified recipient whenever a form is submitted online. I'm trying to get the notification email to go to a share…
- I have a project intake sheet with an automated email to me whenever a new project is submitted. It was working and now it's not, and I'm not sure why. Here's a snapshot of the automation: I am receiv…
- Hi Community, Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generat…
- I have created a process using Helper Columns, Formulas and Automation that takes a 1 row form entry copies it into 18 separate rows based on the Sport Column and then copies those 18 rows into a 2nd …
- I am trying to create an automation to move rows from a user entry sheet to a locked down sheet — I renamed the sheets with numbers to put them in order & to see the visual process flow. When I create…
- We cannot click URLs in Smartsheet alerts, update requests or approval automations. Is this everyone's experience? See how the URL is not clickable
- When a date is changed on an action, we would like for SS to be able to determine if the new date is Before or After the initial date. This would be a real game changer for tracking projects deliverab…
- One of my most frequent uses of Smartsheet is as an editorial calendar for a weekly newsletter. I create a new sheet for every month of the year. Exiting a sheet and creating a report is not too much …
- We recently switched over to using USM for license management. This broke our automated scripts that gave users a license. We have a number of non-member employees who we cannot automatically update v…