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How to capture/log user/contact info in a cell after updating a different cell?
I want to be able to identify the user when changes are made to cells on the Sheet. I know there is the Activity Log. But I want to see that data on the Sheet. I also know that there is the Modified By column, but that picks up changes to any cell in that row. I have a log that needs to have the status column changed by…
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How to set up an email reminder 7 days after creation date
Greetings, I'm trying to set up an automation to send an email 7 days after creation date but I'm having problems. I tried using the function =IF([Creation Date]@row) > TODAY(+7), 1, 0) but it isn't working as expected. When I change the date with a test date from a date column, it works fine. Any ideas what I am doing…
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Prevent a sent Approval Request from being used later?
I have a situation where I want to make sure some Approval Request emails cannot be used later. I have an automation triggered when a Contact List column is changed, which sends an Approval Request to the contact in that column. For some rows, a director instructed me to skip a certain person's approval as they're out on…
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Project-based timesheet approval + automatically add team members to a project
Issue: For a Project-based timesheet approval flow it is necessary to add the team members to a project. A Project Owner needs to add someone to the project first to be able to see their time submission. Booking someone for a project for the first time, would make this person a team member. However, RM isn't handling this…
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I'm the owner of a number of sheets and used to be able to email forms, but can no longer do so.
I have been able to create a number of forms and I used to be able to send email notifications to people to complete them. However, I can no longer seem to send the emails although I can share a link. We are on a business subscription and I'm the owner of these sheets.
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Help for Status Change and Tracking
I am trying to create dashboard widgets from data that I am tracking. For this widget I am wanting to have a graph show the number of people in each status section I have listed: "Not Started", "In Progress" and "Completed". Each employee has an individual sheet with tasks listed along with corresponding start/end dates,…
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Open files in a new window
A recent update in Smartsheet changed the way we view files. Previously, when you clicked on a file it opened automatically in a new tab and this meant you could have several files open at once and the ability to move between them. The update removed this function and now the file opens in a preview window with little…
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Smartsheet Update Request Automation to Alias Email Address
We are running a automation for an update request to a number of email addresses and it runs fine with the exception of two which happen to be alias email addresses. Has anyone had this issue with them not running and know how to fix it? We after the automation didn't run we ran the update request manually and it ran as…
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Placeholders in Message field for Update Requests
When creating a message for an update request, I am trying to make an automation for general use. Within the message I tried to include {{Customer Name}} where Customer Name is a column name. I was reading somewhere that this should be able to pull in the details from the Row the update request is being sent for. However,…
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Date selector
Is there a method to enable clients to choose available dates for meetings from a dashboard or a list displayed on the dashboard? Our objective is to develop a form that presents clients with open dates for meetings, allowing them to make their selections.
