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Auto update of "Custom Date Range" when scheduling a report?
I'd like to schedule a report each month to automatically cover the next 90 days. But it looks like I'd have to update the "Custom Date Range" each time for the next 90 days. Is there a way to have the Custom Date Range update automatically? For example, "T " to "T+90"?
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Update/Approval request after declined
Hello, I am using Smartsheet for budget requests. The alerts & actions are set to send an approval request when the requester submits the online budget request form. If the approver declines the request, an update request is sent to the original requester where the comments, attachments, dollar amount can be updated. How…
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Template that automatically sends notifications to assignees on due dates
I'm trying to find an app that automates our processes — finance to training to sales. I want to create a template that I can that I use every time there is a new job to do. When training is booked for example, I want to create a new sheet, add the date of the training and have all the due dates automatically calculate. I…
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Weekly Automated Staus Emails to Clients
I'm running a landscape installation company in Smartsheet and I'd like to set up a way to send an automated weekly email to the client's email address stored in a contact column with their jobs that are coming up in the next few days. In my sheet, each row represents a job and I have a start date. I see that I can filter…
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Using Contact List Column Type in Task List Forms
I made a recurring task list based on the template Smartsheet provides. I have tasks assigned to different contacts in a contact list column, and users enter new tasks through a webform. My issue comes when they enter the "Assigned To" name. Even if they type their name EXACTLY how it is on their account and in the current…
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Notifications aren't being sent
Hello! I've had a notification set up since March that sends to 2 other people besides me whenever I add or change anything in my Smartsheet. It worked beautifully until July 4th. I've changed nothing, but the notifications stopped sending. The last one any of us received was on July 3rd. Is anyone else having this issue?
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Scheduled export of sheets
Hi there. I'd love to see a feature implemented whereby a scheduled export of sheets could be set up. I'm thinking in particular about project plans but this could apply to any sheets. We have a team subscription but we don't need to set weekly backups of entire workspaces, but I would love to be able to set certain sheets…
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Read receipt
Good Morning, Is there a way that if I @someone on my smartsheet and it sends them an email that I can be notified when they click the link and look at the smartsheet?
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Pop up form requiring description
Hi Everyone, I am trying to create a checklist for my organization and have everyone check off on their task by inputting a "yes" or "no" using a drop down list indicating weather the task is completed or not respectively. What I want to happen is, if they answer "no" on the Smartsheet, that there will be a pop up of a…
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Alert a user when an automation isn't going to work
I have a sheet where there is potential for an incorrect email to be added via a form (SS requires an email be entered for it to populate correctly into a contact column if not in the SS directory-if you have a fix for this, I would love it!). As the owner, I am notified when a user will not be alerted due to an incorrect…
