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Alerts Not Sending Even if Adding an Attachment is the Trigger
I'm trying to create an alert so that when someone attaches a file to a row, the attachment and row information gets sent to someone else, but I can't seem to get it to work. Here's the workflow set-up: I DO get an alert if a new row is added with an attachment, but I need an alert for a row that already exists. I DO get…
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How to Send Timed Reminders Based on a Trigger?
Hi, everyone; first post, Intermediate user. I'm hoping you can help me. I've set up a SS to send an approval request when a new line is added to the sheet from a form entry. I've got the automation figured out for approval or declination. I'd like to send reminders if no one answers that approval, though. What I'd like to…
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Date format
Hi, Could you make it possible to edit the date format as you can in excel or add this date format DD.MM.YYYY?
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Reference Codes
Hi, I am looking to have a single reference code or number that is attached to an update request that contains multiple rows. Is there a best way to do this? My first thought is to have a value added to a cell when the reference goes out, is there a way to make this a rolling serial number as each update request is…
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Automated Workflow Condition was not met but workflow executed
I created an automated workflow with the trigger to request a status from contacts in a cell on a bi-weekly basis if the following conditions are met. There were multiple requests sent to the contacts whose applications didn't have the Disposition listed below. Is there a limit on the number of conditions in an automated…
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Time Tracking - Hours and Minutes
I was working on a way to track some task hours and minutes... came up with this: One of the problems I ran into is that if you put "00" (double-ought) or any minute with a preceding zero, it would error. You can see the work-around I made, not the most elegant, I admit.. If Smartsheet could ignore preceding zeros, it…
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Include Column Description in Update Request Form or Form to Update Existing Rows
It would be incredibly helpful if the column descriptions were included in the update request form. We will request information from users who do not have access to the sheet and likely will be unfamiliar with the type of information that should be included in the column. Forms allow help text, this should also be a…
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Workflow Triggered Unexpectedly
I created individual workflows to trigger weekly on Thursdays if the following conditions were not met: ● Created "is not today" AND ● Center "is one of" <center> At the specified time an email was sent to the designated recipients to remind them to submit an update. In most cases, the center submitted its update the same…
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Ability for PM's to select which projects they want to receive a status update request e-mail
On an ad-hoc basis I need project managers to be able to select which project(s) they want to receive the status update request so they can update accordingly. Currently In my dashboard I give them access to a separate "project selection" sheet containing the project list (linked in from the master data sheet) and a…
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Update Requests to tiny url
It would be nice if the Update Request Feature would generate a tiny url (that could be quickly copied to clipboard) so we could text it as an alternative to the email that is generated. We continually have to explain to outside folks to "CLICK THE BIG BLUE UPDATE BUTTON" Otherwise they just don't get it! If I could create…
