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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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How to Automate workflow to create a summary report to diff between two excel sheets on weekly basis
Using SmartSheet, I want to be able to import excel sheet from sharepoint on weekly bases lets say "week 09" excel sheet name is [TC Roadmap 25ww09 VTS] Then I need to add to end additional +5 columns, these column includes formula(s) which I use to massage data coming from original data to create reports After a week ,…
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Merged: certain cells remain locked until specific data is entered in another cell
This discussion has been merged.
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ServiceNow and Smartsheet BRIDGE integration
Hi, I am trying to bring all records from a table in ServiceNow into my Smartsheet. All field names align and I am able to get the record from ServiceNow but unable to send that data into an existing Smartsheet. I did get it to add one row from ServiceNow but that's only if I reference the row specifically in the Key and…
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Workflow invalid issue
Hi all, I have a new (and recurring) issue with certain workflows suddenly becoming invalid. For the most part they are not complicated (see example - simple date record when a status changes), and before this year they seemed to work fine. When I re-enable this one, for instance, it will work for a couple of weeks before…
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…
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Conditional Formating on Workflow Emails
As of right now, there is no way for conditional formatting to show on emails that are generated through workflow. I suggest implementing a method to allow this, for example, I have conditional formatting that highlights fields when a specific criterion is met, but when I send that email out via workflow that…
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Merged: Remove all Workflows options
This discussion has been merged.
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Deactivate all automation on a sheet
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
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Merged: Automation Workflow - Action/Condition - Drag and Drop / Copy and Paste
This discussion has been merged.