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Copy row when certain criteria are met and edit data within the row
Hello, I am managing a list of products where our customers often re-order the same product the following year around the same time. I want to copy the product specifics to the bottom of the sheet once it is checked as delivered and add a year to the due date. This will allow us to plan for the product delivery the…
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Prevent users unsubscribing from automation workflows
It should be possible to prevent users unsubscribing from workflows as these can form part of a process notifying users or work/tasks etc. These users have been setup, they have not subscribed so they should not be able to unsubscribe.
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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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Update Sheet/Cell via e-mail
Is there a way that a cell/sheet can be updated from an email? In my search, some seemed to think that a sheet is related to a specific email address, that when emailed with the correct format to declare column/row/cell, the chosen contents would end up on the sheet itself. Is this possible?
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Simple Workflow Not Triggering
Hi, I have a very simple workflow set up using "TODAY()" date as a formula. Basically it's a tracker with due dates, and if a particular task is not "Complete" by the due date, the status will change to "Overdue". Let me emphasis that there are no external links on this sheet and the formulas work fine. The workflow is as…
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Copying Workflows between Sheets
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
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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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Change Cell Value workflow: Include symbols
Use case: When a new project is created, we want the initial project health to be a green symbol. The Change Cell Value workflow does not include Symbol type columns, only text/number, single select drop downs, and checkbox columns. Can we include Symbol columns in this workflow as an enhancement?
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Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
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Workflow not triggering emails for multiple rows
Hello, I have a grid that I am using to trigger emailing forms to other parties to collect data. I am using a Y/N field and a workflow to trigger the email. When "No" or "blank", nothing happens. When moved to "Yes", the workflow grabs a link from another cell and sends the email with the link to the form. This works fine…