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[Upcoming] Smartsheet Webinar for Project Managers, Marketers & Client Services
Working on multiple projects with tight deadlines, limited resources, or competing priorities? You’re not alone. In this upcoming webinar, we’re teaming up with Clear Digital to share how they manage 20+ projects at once with 50% more efficiency using Smartsheet. Register here! What to expect: Real-world examples of how…
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Specific user not receiving automated emails
I have one user who is not getting the email notifications I have set up to remind him to make updates to a sheet bi-weekly. I have tried removing him, re-adding him, and also re-creating the workflow entirely. What could be causing this and are there other ways to troubleshoot this?
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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…
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Premium Apps and Workflow Automations Questions
If I make a workflow automation or set up a premium app like Data Shuttle and Dynamic View while I am an Admin under the legacy model, will those Workflows and Premium Apps that I set up be disabled once I get demoted to Viewer under the new User Subscriber Model?
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Automation fail, and sheet repopulates old data
I am trying to move a line from one sheet to another. I create the automation, run it and test it and it works fine. I submit a request, click acknowledge, and it moves it to the desired sheet. Then I get an email that says the automation is broken and about 50 lines auto populates old data back onto the sheet I am…
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Auto-Sorting sheet hacks
Hey guys! I've long been searching for a way to make one specific sheet auto-sort, without having to create individual reports. I know this has been a requested feature for ages and that it's in the works. I was curious if anyone has come up with any clever workarounds that can be used while we're all anxiously waiting? I…
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Group Rows Automation based on unique column ID
I am looking if there is a way to group rows that share a unique cell (i.e. Quote #) into one parent dropdown. I am wondering as a workaround due to the fact that the "Copy a row" automation from one sheet to another does not update the existing row but rather adds another row for the same quote ID # in this case. We are…