-
IF FORMULA FOR GOING-TO-EXPIRY EXPIRD-SOON EXPIRED AND VALID CERTIFICATE
My criteria are the following: If the Expiration Date Column cell is more then (60) days remaining = “Valid” If the Expiration Date Column cell is less then (60) days = “Going to Expiry” IF the Expiration Date Column cell is Less then (30) days = “Expired Soon” IF the Expiration Date Column cell is between (0) days to…
-
Adjust length of Workflow ID to prevent credit card misidentification by M365
We have recently implemented some automated workflows, and have found that Microsoft 365 identifies automated emails from Smartsheet as credit cards. If we try to forward those emails to external users, or if an external user replies to that email and starts a thread with us, Microsoft 365 flags the email every time…
-
Reminder/Alert Automation
I have this tracking ticket Smartsheet where every 2 weeks, my team of 4 analyst rotate on who's in charge of addressing these tickets. These tickets don't have deadlines, they just have quality information (e.g. ticket name, description, submitter, status, location of issue). I want to create an automated reminder for…
-
Is there a way to copy or link an attachment from one Smartsheet to another?
I have two smartsheets. The first, Order Sheet, collects submitted order info from a smartsheet form. The second, Shipping Sheet, has shipping info for both submitted and other/autogenerated orders . I am using Index/Match to pull shipping dates and tracking info from the Shipping Sheet into the Order Sheet. I would also…
-
Use workflows to streamline your approval process
Suppose you work in a marketing department, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content…
-
Change the "from" email address on automated emails
I am the owner but I have sheets built for a user and any time an automation sends an email the recipient sees the following: FIRSTNAME LASTNAME via Smartsheet <automation@app.smartsheet.com> I do not want my name on these automation emails, is there a way to change it to someone (workspace collaborators / users) via…
-
Workflow not triggered when a new row is added.
Hello - I created a workflow, to ensure that anytime a new row is added, it will by default, check the "Show on Report" field, which is unchecked by default currently. -The trigger is "When a new row is added" and Run "When Triggered" However, I have added a number of rows as a test over the past hour and it hasn't checked…
-
Smartsheet engage move forward
Ready for Engage 👏💯
-
Approval Request - Error Message for Contact in Cell
I am trying to set up an approval automation for my Smartsheet for a contact in a cell. When I try and use the contact column I get the error message "please select at least one column that is not a comment or attachment". Also shown in the image attached. There are attachments and comments on most rows, but this hasn't…