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Content Approval Template
Hi Guys, Have us used a template that works well for you? Please share
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Notify Dependent Task Assignee That Predecessor Task Has Been Completed
Here's the setup: I'm trying to get team members to use Smartsheet more. One of the ways I'd like them to use it, is to get them to mark a task as complete once it's been completed instead of me chasing them around and asking them if they've completed the task and then checking it off for them. I'd also like to automate…
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Notifications exception changes/rows added by sheet owner
Is there a way to setup notifications when there are changes and rows added with the exception of the sheet owner? Most of the time I am the one making updates to the sheets, so I am having to go through my notifications often and just delete the ones that were added or changed by me to get to the real reminders or changes…
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Update Requests
We have an automated update request created, however, when it is triggered it sends a link to update all fields that need updating to all contacts within the sheet - as a result they are not using it as they cannot see which action is theirs to be updated What we would like to happen is that the update for that row only…
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Automate sending an email referencing a column
I have a form where the public submits information for a schedule change. Can I set up a workflow so when I mark 'complete' in a column, I can reference the column where the email is located to send out an auto response that their request has been completed? These are non-smartsheet users who do not need any access to the…
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Workflow automation
I want to alert someone who doesn't have access to the Smartsheet but instead a Dynamic View of the sheet. Is this automation possible? Marie
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Notifications Don't Work
Why aren't my notifications working? I can't seem to get them to send when I make changes in my sheet, but my coworkers get the emails.
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Auto move a Sheet after x# of days of inactivity
Hello, is there a way to set up a workflow or some automation on a sheet what would move it to a designated folder and remove all share permissions after some # of days of inactivity? As an admin, I have a lot of sheets stacking up and would like to either start setting them up with this auto move or have some way…
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Bulk Upload of Contact Profile Data
I know I can bulk load contacts into Smartsheets for my account. But is there a way to upload full profiles? If so, what's the CSV format and where do I do this? Or - Asked a different way - If I include all of the contact info in the CSV file, will it import all of the data? Or only the "First Last Name" & "Email…
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Cell is considered "changed" when it goes from Blank to Filled - Why
I have a sheet set up that populates rows with information filled out from a Smartsheet form. Rows are only added by filling out the form. When a row is added (i.e. form is submitted) a notification is sent out to a mailing list of individuals. This all works fine. I have a separate workflow notification in the same sheet…