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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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No notifications - intake form
Hello! Happy New Year. I have an intake form and i would like to receive notification in my email when any person submits a request. It seems sometimes i get the notification and others times, i do not. There is a delay. Now i am not getting any notification. I am looking at the management automation workflow and i don't…
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Workflow not triggering from Helper Column
Hello, I am using an Appsheet app to update a Smartsheet 'metadata' sheet with a status. I have various other sheets that will then be updated based on unique ID's as their status changes on the metadata sheet. Since Smartsheet cannot run a Workflow on cell's changed with cross-sheet references, I have created a "helper"…
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Copy Automation Workflows
When copying a workspace via API, I would like it to copy the automation workflows for each sheet, as it does when copying in the UI.
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How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")
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AUTOMATION SEND FROM: FULLY CUSTOMIZABLE MAIL DOMAIN
I've made an automated mail that is informing our clients about their project. But, the main issue is that the @smartsheet.com @app.smartsheet.com is often ending up in their junk or spam folder. So, my wish is that the Send from function could either be the mail adress of a contact in a certain cell or just a fixed value.…
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Change Value in Symbol Column Based on Value of Other Column
Hello everyone! I have a Status column (Symbol type), where users can choose manually the desired status. I also have a Completed% column (Text/Number type), where a percentage is entered manually. I would like to change the value of the Status column to "Blue" when Completed% is "100%", but keep as is in all other…
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Approval Workflow - Triggers for Comments
Hi, I have currently implemented a workflow that records Approval responses up to 3 times for the same request if the approver needs more information. This is a clunky implementation and I am looking for ways to improve it by simply using "comments". The outcome I'd like to see is: Employee completes form and triggers the…
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How are institutions using Smartsheet to manage incident reporting workflows?
Hello, How are institutions using Smartsheet to manage incident reporting workflows that involve notifying multiple departments, each responsible for investigating and reporting back? I'm interested in examples or ideas on how to set up the sheets and workflow to streamline this process.