-
Automated workflow from reports
I love the workflow feature in sheets view, however it'd be great if there was something similar for reports. yes, you can automate an excel or PFD, however a lot of people I work with appreciate the ability to hover over the detail in reports (if there's a lot) plus may need to make changes; whereas if they were sent an…
-
Pulling Data from SmartSheet into macro-enabled Excel?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
-
Using sheet summary fields in an alert
Hi All, I have built a workflow where once certain conditions are met we send an alert to a few stakeholders where we give row details and reference some details stored in the sheet summary. At the moment I have not found a way to directly reference this information without adding a helper column to the row and using a…
-
Data Shuttle + Data Table: Move Row Repopulation
I have a large Data Table that gets fueled daily with fresh information. There is a 'KEY' column that uniquely identifies each ROW of data. Using a Data Shuttle, I am fueling a regular sheet with only SOME of the data from the Data Table. Unfortunately I cannot find a way to filter the Table with ANY (and) ALL logic. What…
-
Automation Workflow to send an Email after 2 Cells have been changed
Hi Everyone, I am using automation workflow to help send an email with various data after 2 cells have been changed. For context, these cells are in consecutive rows. Is there a way to use a workflow to send an email ONLY after both cells have been revised? Does Smartsheet have indexing capabilities to achieve this?…
-
Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Logic in Dynamic Views should work as it does in Forms - changes / info entered while filling out the form results in changes to the form based on established logic. Instead, DV Logic is applied only when a request is loaded or saved. This is a follow-up to an old discussion on Dynamic View logic behavior (here) PAIN…
-
Approval tracing like update request
we are just able to trace an approval request on the column. there would be a list of approval requests like update requests. Also, would be better to manage those approval requests like cancellation, trigger from start again (we can use sequential approval requests in one automation) etc.
-
Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
-
Search by workflow name or id?
Hello Smartsheet Community!!! Is there a way to find a specific workflow by name or id? Currently I have to scroll thru ~80 workflows to find the one I am looking for. Ty!!!
-
Tracking specific changes in a project plan to second sheet for reporting
We have many project plans that are in our portfolio and I want to be able to report from each project plan when a CHANGE is made for only three fields of the many that are on the sheet. The fields are in the sheet summary and then in a formula in the first row of the project plan for reporting purposes. My goal is that if…
