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Multiple Approvers on one Approval Automation?
My sheet has multiple approvers who vary by the row depending on certain criteria. I want to send them all the row approval request at the same time, then when they all click approve the project can move forward. To count when the responses are all in, I am moving the entry to a new sheet and counting the references that…
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Automations Not Running
Hello, Everyone. I know there has been 100's of automation questions and I am here to add another. I have 6 automations set up on a sheet. The old sheet, everything worked great. When we got a new sheet (template reasons), automations stopped automatically triggering. I have a Business Plan, and do not have control center…
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Gmail to smartsheets connection
I'd like to have smartsheets automation to send an email, but it should not look like its sending from smartsheets. Currently, there will be a smartsheets header in the email, but since I'm sending it to people outside my organization, it would be unprofessional to do so.
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Button for Automation Triggers
One deficiency Smartsheet has that could be solved is that out of the box application user experience. I think one way this could be solved is to have buttons that could be added to the sheet similar to excel macro buttons. Instead of a macro the button would fire an automation. I think perhaps a commands window could be…
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Automate sending a form
I would like to send out a form to a list of people on a specific schedule (weekly), so that they fill it in, and I collect the responses and report on the information. Can I use the Automation feature for this, or is this something that can be configured in the Form? How do I set up the automation feature to send the form…
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Multiple Automated Workflows Triggering for same item
Hi! I have helped design a Smartsheet that we are using to track requests. There are three scenarios that we need to capture, and each scenario has a slightly different workflow because certain approvals are or are not required along the way. I am running into an issue when the request is declined, all of my workflows are…
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"Record a Date" Automation to a Cell in a Hidden Column
I have lots of sheets for a reviewing process - each item to review has a new sheet from a template. Each sheet has about 30 rows and a summary sheet. I have an automation that does the following: When "status" cell changes, request an approval. (This is calculated in a summary sheet and written to a cell.) Approval comes…
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Hi! Is there a way to customize the email message on a combined (7+emails) automation email?
Currently, the email message when the seven email notifications are combined into one email reads - 'Please update my online sheet.'. I would like to include two field values to this message in order to better inform the receiver on the request. Is this possible to do? Please let me know if I need to elaborate further and…
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Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
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How do I embed an image in an automated notification
Hi all. Any guidance is much appreciated. We send an automated Request an approval notification once a row is added to our sheet. Our customers are not Smartsheet licensed users or connected users, and we do not want them interacting with our sheet. We would like to include an image, the same image for each request, in the…