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Automating the Documentation of Historical Values without Workflows
Problem: How to automatically document historical values without using the automation workflow. I have a two-line graph of which one line (let's color it black) represents desired results within a date range. This date range ends in the future. The second line (let's color it red) represents actual results within the same…
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Comments to appear in email notification for update request
We have set up an update request automation to include comments. However, when the email comes through, it does not show the comments and the only way to view them is to open the request. It would be nice to see the comments in the emailed notification prior to needing to open the request.
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How to automatically update text every week?
Hello, So I have two columns: "Date Week Ending" that lists the last Saturday of each week and "Reference" that lists an X value. I want to have the X value appear for the PREVIOUS week ending date when my current week starts. For example, if today is 9/9 then I want the "X" value to appear for the week ending date of 9/7.…
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Notification Automation only sending to first drop down value of a multi select
Hi I am trying to have alert email notifications sent to multiple people when multiple drop down values are selected. In the image, if all three drop down values are selected in a cell, only documentation is notfied and not the others. Is there something I am missing in having all alter notifications to send off with…
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Accurate trigger behavior when testing automations with weekly frequency
The "Test now…" feature currently doesn't reliably reflect what will actually happen when an automation is triggered. I set up an automation using "When a row is changed" as a trigger with a weekly frequency. I wanted to send an update request for only rows where the status had changed to Approved over the last week. When…
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SmartSheet Data to Excel Macro OR Any Alternatives?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
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Clickable Links
How do I add a clickable link inside a message sent via automated workflows? I tried adding a link to direct the recipient to another sheet so the recipient can reply to a survey, but when the message arrived in the recipient's inbox, the link is not clickable.
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Smartsheet Automation: Copy and Move Rows Limits
Hello all, this might be long winded, so apologies!!! My situation: I have a Smartsheet currently that holds all information for the current FY24 - Lets call it Sheet A. Coming in October, this information needs to archived off of this sheet to lets say sheet B so then Sheet A is blank and can intake FY25 information. I…
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Automation based off auto-date-stamps not always working
Hi, I'm having intermittent trouble with a move-row-to-another-sheet automation triggering off of a Record a Date automation AND a user selecting a drop down. Process- A user creates a PO and enters data into the PO Number field. The Record a Date automation recognizes any input into this field and posts a date into the PO…
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Merged: Save Draft Automations/Workflows
This discussion has been merged.