Automations

Hi - I have automation running that triggers on a date. The data runs perfectly, the only thing that would be great is to include the Primary Project Name in addition to the actual task that is triggered. Right now, it only shows the line item project task and the row number - can we add the primary project? If you do this…

Hi, I need help figuring out a method to emailing a set of duplicate emails once. I have an intake for that records emails. If there are duplicate emails in the list of emails, I would want to email them back to tell them that they just submitted a duplicate email. However, The way i have set it up now, sends the same…

Hello! I have been working on a sheet that is primarily viewed in Card View. I have added subtasks to the cards. My question is, when a new row is added in (when you are in Grid View) is there a way for you to automatically have the subtasks added when there is a new submission? Hopefully this makes sense, thank you!!

This discussion has been merged.

Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…

I have a sheet where we track Products (per row) and we need to track a user access review every year. To do so, I want to document the Product Owner and the Product Initiation Date - from there (when new row and product initiation date is not blank), I would need to auto fill a cell (Column: Next User Access Review) with…

Hi All, We use a system called ECLIPS and I need to create a report from ECLIPS with programs and combine into a separate sheet tab with exported data from Smartsheet. This is all saved in Excel. It is to identify programs that are new, or program status has changed. I then add a new tab with programs to exclude and would…

This discussion has been merged.

This discussion has been merged.

My automation is set up to send an email with the row information each time a row is added. However, the automation is sending multiple rows in each email. I need the email to send only one row at a time.