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Seeking Assistance with Smartsheet for Task Management
Hi all, I’m very new to Smartsheet and am keen to explore its features with the goal of eventually rolling it out in my work area. I have an enterprise license assigned through the Government. In our area—Media and Corporate Communications—we receive many tasks through Microsoft Outlook. These often include requests for…
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Automation not displaying sheet I'd like to move rows to
I've had this issue before and still continue to have this issue where a sheet that I create (for archive purposes) is not displaying in the automations for me to move rows to. I created this sheet last Friday and it's Monday now, and the sheet is not displaying. Does anyone know why this is? This isn't the first time this…
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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?
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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…
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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…
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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…
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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?
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Merged: Automated workflow from reports
This discussion has been merged.
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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…
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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…
