Automations

Continuation of 1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for…

I have 2 sheets one where all the intakes are submitted to and a second one where all the complete intakes are moved to. i have an automated action that works fine. Then i notice some task were marked partially completed and they are not being moved even though they should be completed. I created a new automation action to…

Hello! I'm seeking ideas / work-arounds / the right language to convey the barriers and suggest enhancements in response to the new licensing restrictions. Here is my context. I used sheets to format a 'clinical trial transparency report card' (image below). This sheet curates institutional data from ClinicalTrials.gov…

This discussion has been merged.

This discussion has been merged.

This discussion has been merged.

Manual task automation isn't just about saving time; it's about building a reliable, repeatable, and secure pipeline. We recently took a standard user-provisioning process that previously required 15 to 30 minutes of manual administrative effort per run and reduced it to a 1-minute automated execution. By connecting a…

Is there a way in Smartsheet to automatically default a date column to 30 days in the future based on certain criteria? For example, if Column A has a value but Column B is left blank, can Column B be set to automatically populate with a date 30 days from today? I tried creating an automation where the trigger is when…

The Smartsheet that I'm currently working on generates a document with images in it after a form is submitted. The images won't be placed onto the generated document, however, until someone manually moves the attachments to the individual cells. Is there any way to avoid doing this manually for every entry? It is similar…

I have created an automation that sends an email when a date is reached. I would like if the email that is received ONLY shows the information in the row that the triggering date is in. Is that possible? Currently it sends the entire column.