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Proper Safety Management System (ISO 45001)
Has anyone created a successful Safety Management System using smartsheet? If so, do you have a template?
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Copy Row Automation with System Columns
I have a source sheet which contains 2 system columns (auto number and modified date). When creating a copy row workflow from this source sheet to another destination sheet, i was getting the below error message. I removed the 2 columns from the destination sheet and this cleared the error however the workflow is still not…
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email notification
I would like to set up my orientation registration smartsheet to send an automatic email to the person submitting the registration form confirming the date of the orientation. I do not want to share the sheet with everyone completing the form. I have a contact list column (this is who should receive the email) and an…
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Can you Move/Copy specific columns as part of a workflow?
Does anyone know if you can Move or Copy only specific columns as part of an automated workflow?
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Automation Workflow - External Users
Hi, I just found out today that even though I have set my Automation settings as Unrestricted, so external users with different email addresses will get notifications - in my case, Update Requests - I still have to add these domains in the Domains Safe Sharing list. Lucky that I am also an admin to my organization…
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UPDATE: Is there a way to ignore case in a unique identifier
UPDATE: I figured out something about my query below - not all of the doi's on the source and target sheets have the same case (some lower case, some upper). I think this is my issue, which presents a new problem. Is there a way tell smartsheet to ignore case? Or a formula to change case? I'm running into issues where my…
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Conditional formatting legend
I would love to offer a legend for users to understand the conditional formatting for a given sheet. Not all users are able to see the rules and may not remember what the formats indicate. Adding a button or pop-up banner/tool tip would be a great improvement. I try to use the column description when I can, but the…
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Remove all conditional formatting options
It would be nice to have the option to select all/some conditional formatting that need to be removed. Some sheets have many and even though they can be disabled, they need to be removed for structural changes.
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Remove all Workflows options
It would be great to provide an option to remove all workflows on a given sheet instead of having to click through each workflow. Alternatively, when a workflow is deactivated, the admin will be allowed to delete columns even though there is a deactivated workflow in place. The pop up should stay but an admin or owner…
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Workflow to copy a row from one sheet and paste special, links to copied cells
Looking for a method to use automation or a workflow to copy a row from one sheet and paste special, links to copied cells to a row in another sheet. Any suggestions appreciated.
