Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…
I was trying to use the Scheduling: Create Workflow Schedule module in Bridge to set up a 60-minute timer that would alert our team if another workflow didn’t complete within that window. I was struggling with how to pass and access state values between the workflows. After working with a Pro Desk support agent, we figured…
In the Smartsheet sheet “CRS RO Master” we have programmed an automation called “Track Changes in dates, confirmation and LHG code” [PICTURE 1] This one should report a date of a change in the columns “CRS GO LIVE DATE” and “PMS Go LIVE DATE” in the column “. CRS Check date changed”. [PICTURE 2] The update of the “Go live…
The ability to take an attachment submitted in the form, and if it is a .jpeg or .png file to add it to a particular column or cell. =IF([attachment]@row = true, [Photo 1] @row )
We have an On-call schedule in which Person A may be on call and ask persons B, C, D, and E to take over a shift. The On-call column is a contact email list. Persons B, C, D, and E will receive an Update Request to identify if they can cover that shift. Persons B and C respond that they can cover the shift. Person A will…
What I'm looking for is a feature in Dashboard that recognize which date it is in when I open the dashboard. There would be a function to activate when building the different graphs, to say only to include from that date forward and/or month forward. Example: I have a diagram of amount of open task per month. Jan-25,…
Ideally, we'd like to alert our vendors if the the Faxed date is greater than 5 days of the Eval Date. Kinda prompting them to take a look as we'd like these cases seen WITHIN 5 days. Is this possible with smartsheet automations? I thought it was but the more Im digging into it, the more Im realizing its not going to work…
Hi all, I would appreciate another set of eyes to review my workflow please. Here's the automation: I get the email, but it shows exactly how it is written above (yellow highlight). I was expecting it to show the name of sheet. I thought this was working correctly at one point but can't say for sure. I can't find any notes…
I have a sheet named "T1 SQDVP", and I want to copy the "Safety Details" data from this sheet into the "Action Log" sheet, creating a new action under the "Follow Up Action" column. Based on the filter when Column "Safety Action / Escalation" is selected as "Action Required at Tier 1" See screenshots. Any suggestions would…
I am trying to create an input form that allows an event to be entered, along with a date, if the event is recurring, and the contact to received the event notification. I am trying to do this using automation, but can't figure out if this is supported or not. Thanks for any help, g2smsht
Hi, I am struggling to find a solution to something that should be straightforward, I think. I want to create a dashboard that plots (1) summary values from a master sheet extracted every 2 weeks. Alternatively, I thought I could plot these values from a helper sheet that contains the same formula with a cross-reference to…
Hi all, I have the following alert automation triggering off a date column, however since I added the "otherwise" it always sends two notification emails at the same time as if both conditions are being met. I played around and even when all dates in the column are in the next 7 days, to meet this first condition, it is…
Does anyone know of a way to automate sending a welcome email to new Smartsheet users in our company. Our company has access to the app but their account isn't "created" until they login the first time (Okta/Active DIrectory Authentication) My idea would be to use the Bridge to: Make API call using GET /users Add Row to…
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