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 receiving the notification in Smartsheet and I've made sure that my automation settings are set to "unrestricted". I've also…
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 sheet data sheet and then moves the entered row (Row 1) to an archive sheet. The theory was that when someone submits a form…
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 the automation for the rows to move, the new sheet name is not being recognized & only the old name appears. When I test…
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 deliverables.
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 of a hassle but, it would be nice if I could click a button within a sheet that automatically opens a new page that is a…
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As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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