-
Automation Message to specific contact with only their relavant entries
I have a grid with date from multiple users. I want to be able to send out a message each month to the user showing only the entries they provided. For example, Leo would get one message showing his client, date, program name and #_participants. While Sandy would get one message with the two different clients and the…
-
Save & Resume Update Requests + Automation for Unchanged Rows
I’m currently building a Client Health Report where CSMs provide monthly updates across their clients. Challenge #1: No “Save & Resume” for Update Requests Many CSMs manage a large number of accounts and don’t always have time to complete an update request in one sitting. Right now, they must submit everything at once,…
-
Need formula help
I'm trying to match info in another sheet and return a date column to the first sheet. I've tried a few things but keep getting errors. In Sheet A each row is a job number. I want to fill in the job completion date from Sheet B. It has many job number rows with different job types. The Job type column is Parent/Child. I'm…
-
Lookup Value and Count based on the input criteria
Hello Team, I am trying to bring a formula to look up a value and bring the corresponding counts. The input sheet will look for the "Date of" column and dynamically generate the Yesterday or Today value based on the formual i have written for "Yesterday/Today" column. There is a person going to enter #New Hires, #Leavers,…
-
how do I record the date that a particular drop down option from another cell was last selected
how do I record the date that a particular drop down option from another cell was last selected. In this instance i want smart sheets to record the date that "4. waiting for customer response" was changed. I want to apply this automation to the whole sheet.
-
Respond to a Smartsheet Automation e-mail (via e-mail)
I have an automation to alert someone if an item is assigned to them on a sheet. The email is received with the detail but the individual then has to go into Smartsheet to respond. If a user is tagged in a comment, that is emailed to them and they can reply to the email, which will land back in the Smartsheet conversation…
-
Where to find SheetID in the Table View
Hi there, How to find Sheet ID in the Table View as it is available in the properties in the Grid view?
-
Os meus editores não conseguem editar
Possuo o plano executivo e, até pouco tempo atrás, meus editores conseguiam realizar edições normalmente, sem a necessidade de vínculo como membros pagos.No entanto, nas últimas semanas, eles não têm mais conseguido editar, o que tem impactado negativamente nossas entregas e gerado baixa eficiência nas demandas. Você…
-
The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
-
Merged: SHARE A FOLDER WITHIN A WORKSPACE
This discussion has been merged.