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Is it possible to copy an automation workflow from one sheet to another sheet?
I have an automation workflow in one sheet that I want to use in a different sheet. Is there a way to copy this workflow and then add it to my other sheet (similar to how you can copy summary reports from sheet to sheet)? Or do I need to manually set up the workflow on my new sheet. Thanks!
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How do I fix a VLOOKUP problem?
Hi there I'm using a form to capture COVID RA Test results, scheduled for different departments on different days. The schedule uses a VLOOKUP to populate the 'test result' column from the form results and allows us to report on anyone who was scheduled to submit a test by a certain time but hasn't (report if blank &…
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Email validation for Forms or Workflow conditions
Is there a way to do email address validation in Smartsheet forms or in Workflows? Using condtions such as contains '@' or '@domain.com' isn't sufficient and I can't alert form submitters that they did not submit to the form correctly.
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Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…
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Calendar Invite Automation
Is there a way to send automated calendar invites to something like Google calendar (preferred)?
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Alert or update if a column value is changed based on the column(primary column)
Example - I've columns warehouse and route . I need to setup a notification or alert if the route had changed for a particular warehouse. In this example , I need to send notification or alert for Test and PR103 as the previous values of route has changed for them. can someone guide me as to how to do this?
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Arrange meetings from within SmartSheet
Hello, Is it possible to arrange a meeting from within SmartSheet - instead of using Outlook. That way one could send a meeting invitation where the SmartSheet document would be an attachment similar to Outlook process. Thanks, Sigurdur
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Email content into a sheet
Box has a great feature where you can send an email to a specific box email account, and it will automatically put the attachments into the folder associated with it. It would be great if we could email a designated smartsheet email, and have it automatically add a line to a sheet with the attachment or content included.…
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Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
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Notification Email Background Color
My notification emails are now coming across with a colored background. Is there a way to turn this off in SmartSheet so that I don't have to do it when I forward my emails?
