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Generate PDF and email
Hi, I have a very simple sheet that I wish to turn into a PDF (all rows and columns) and email out each week when a value in a particular cell is changed. I can get an automation to send an email when the cell is changed, but I can't figure out how to generate a PDF which can then be attached to the email. Is it possible?…
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Have You Developed a Quick Way to Find Columns Referenced in Automations?
I have a need to quickly go to an automation and modify it based upon some incorrect event happening in the sheet. My thought was to create a matrix, in a separate sheet, with automation names vertically in a column and then the column names horizontally in row 1 with an "X" in any column where that column name appears in…
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Export comments in a separate workbook tab with Data Shuttle
Hi All, I'm using Data Shuttle to offload a Smartsheet for further refinement and analysis. When I normally export the Smartsheet into an Excel File, it includes the comments on the rows as a separate workbook tab, but when offloading the Smartsheet into a file via an automated process, the comments are lost. It would be…
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Is there a possibility of generating PDF of the completed FORMS?
Hi Everyone, I have been working on Smartsheet from few weeks and I believe it makes project management very easy. Have been understanding the optimum use of Smartsheet and implying that in our organisation. So I have a question regarding FORMS. I have created sheets that are connected through automation and use the same…
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Generated Documents as Email Attachments
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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How to enhance the automation
Currently, when Tagging Scope, Asset owner get filled, then automation email triggered. However, I want to enhance the automation to add one more condition only when the information under one IFP Work Order(First Column) all get filled, then send email to specific person. Under current setting is, for example, first…
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Request an Approval automation
Hey, Is it possible to approve the request directly from the email without going through the "open the request" button in the browser? Thank you
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Automation using formula field for conditional logic does not run
Hello, I have a few complex workflows where the approvals can go up to 4 people. Each approval level is set up as a separate automation and it triggers when the previous approval field becomes "Approved". the level of each case can be from 0 to 4 and that is determined based on a financial impact. I have an IF statement in…
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Nested IF statement for multiple date range
Hello! I am currently attempting to write an all encompassing formula to read through different work windows. We are only able to work in certain areas of the city depending on the "work window". Depending on the work window, these dates have differing start and end dates. I can get one window to work properly, but the…
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On a button click, is it possible to add new rows under each parent row?
Once the rows are created under the Parent row, Is it possible to add row data using the intake form?
