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Copied rows at the top
Hello everyone, How can I consistently insert copied rows at the top in Smartsheet? I look forward to your response.
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Automated Email Format / Content
Hi there, I’m working on an automated email that I need to go to stakeholders once per month and cannot get to work. In short, I want a monthly series of emails to go out from a sheet. It should be one email per customer’s data rows, but the email goes directly to the salesperson (Contact column) and has *all* rows for…
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Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
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Calculate start date based off of end date
Hi All, Can someone help me with a formula? I've searched the community and haven't been able to find an answer. I already have a formula in place to calculate the end date based off of the start date and duration of project. However, if I have an already defined end date I'd like to calculate the start date based off of…
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Automatically Generate Process Maps for Projects/Portfolios
The template helper is useful when it shows the template sets setup with process maps. This request is for projects created from scratch - if we could have Smartsheet generate the process map automatically it would be super helpful Explaining to team, leadership, stakeholders - how things work Onboarding and training…
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Problem with keeping shared status on templates
I have created templates for very basic task list sheets that we use over and over. (I save them as templates by creating the sheets and then clicking SAVE AS TEMPLATE.) Before saving them as templates, I shared them with my boss and set up automations for both of us. When saving the template, I check the box to keep…
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Comment Automations
Greetings, Smartsheet Jedis! Is there a way of setting up an automation that alerts "specific people" as well as a "contact in a cell" whenever a comment is made on a sheet WITHOUT sending an alert to the person that submitted the comment? We currently have an automation in play that pings everyone whenever a comment is…
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How to receive a copy of all forms submitted
Afternoon, Any one know if there is a way to receive a copy of all forms submitted in the same format as the person who submitted the form would if they requested an emailed copy??? Help would be appreciated :)
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API - getAutomationRules - No Data returned
I'm using Postman to get AutomationRules, but the data returned is blank. Anyone experiencing the same? The sheetId is correct and has automations.
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Update Request- Any field trigger in Approval workflow
The Update Request form should be initiated when an approval is rejected. However, a challenge arises as we may not be aware of the specific column value the end user intends to update. In the approval workflow, the "Any field" trigger is currently disabled or altered when the action is changed to approval. I would suggest…
