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Organisational-Level Dashboard Placement in Multi-Tier Control Center Setup
Good afternoon, I am currently configuring Smartsheet for the organisation and have implemented a multi-tier Blueprint solution within Control Center. At a high level, the configuration includes two Blueprints: One Blueprint to provision Business Units (BUs), and A second Blueprint to provision Business Unit Projects.…
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Automation is ignoring conditions?
We've created what I think should be a pretty simple automation to copy a row to another sheet any time that it changes, based on certain conditions. If the project status is one to two options, and it the "trackable" column is checked. When I run the automation, it copies every single row over to the destination sheet,…
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Make sheet data available to external 'viewers' but limited to only their data
Good morning Smartsheet community. I have been using Smartsheet in my job as the office manager for a small business. I'm self taught and have managed to get some workflow and automations working through trial and error. However, I am stumped on the next project that I'm trying to figure out how to best handle inside…
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Audit Log of Automated Messages / Notifications
We're looking to implement automated notifications via smartsheet to a list of our business partners. Our compliance team would like to be able to keep a log of the recipients to which these notifications are sent, which to my understanding is not available currently.
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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When using the Workflow for deletions
When using the workflow "Alert someone when a row is deleted," it would be nice if we could have some of the information from that row in the message. For instance, I have an alert setup for deletions, however, it isn't able to capture the Request Title or ID number, because those fields are deleted when a row is deleted.…
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How to Phrase a Question for the AI or Write the Formula for Myself for Grouping Data
Hello, I would like to see if anyone can help me parse entries across different columns. What I have in my SS is a list of registration numbers in Column A and departmental associations in Column B. I would like to count how many different registration numbers appear in Column A and then group them by their departments in…
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Docusign license required??
Hi. I'm trying to create an automated workflow that when the trigger is met, a generated document (via the Mapping I've already created) would be attached to the appropriate row. I've tried multiple times and it doesn't seem to be working. So I researched in the Help Center and found in this article…
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Date Based Automation Did Not Send Automated Email
We have a date-based automation that sends an automated email to our employees. The automations trigger is "When a date is reached" and that date is the date in a specific cell. The date in the CLIN 2 First Reminder cell is a date that is calculated by a formula. The formula looks at the hard-coded date in the CLIN 2…