-
Moving Sheets Automatically
Is it possible to set up a workflow that moves an entire sheet or report once certain parameters are reached? For example: if SheetA hasn't been opened in the last 3 months, can it be automatically moved to an "Old Data" folder in the same workspace?
-
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…
-
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…
-
Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
-
Automation for conflicting events on same dates
Is there conditional formatting function available to trigger a notification in smartsheet when a date is booked for two of the same items? For example; in a scheduling sheet, when the same equipment is booked on the same date?
-
Merged: Automated workflow from reports
This discussion has been merged.
-
Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
-
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…
-
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.
