Automations

Hi, I have a formula in column C such that: =IF(ISBLANK(column A), column B, column A) column B is also a formula, and the result is sometimes N/A. In the column B formula this result is written as "N/A", so it comes in as text with no leading or trailing spaces. Also, column A, B, and C are all multi-contact columns. When…

I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…

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Hi, I have automations in place to generate various documents, based on the form completed. Once the document is generated, the user WOULD receive an email that included a message I create and then a link (at the very bottom) for the recipient to click on to download the generated document. Now, I still get the email but…

If I'm sending automated emails to contacts, will I know if an email isn't delivered? In my testing with a fake email, it didn't appear to generate any kind of bounce back notification (unless testymctesterson@org is actually taken!). I was looking for some sort of report connected to the automation and couldn't find one.…

Hello, I'm trying to not spam the people I need info from. I have 600 courses and need the course owners to fill in some info for me. Some people are the contact for 30 courses. If I just send an automated request for an update, they'll get 30 emails. Can I automate an email so that each contact just gets one request if…

Hello Community! One of the biggest requests from leadership is the ability to predict cashflow. I created a manual way to do this in my project portfolio but wanted to see if anyone could help me automate this. The cashflow should link to the dates and when the dates change it changes the cashflow. I created a video…

I set up an automation - with very specific details. I included just a few of the smartsheet fields which were needed. One of the fields includes a checkbox with items that were checked off to be included in the automated email. Although it seems that we set it up properly, it is not working and that column shows up, but…

I'm using a sheet for a project plan. I have a % Complete column and a manual dropdown column for Status (options are Not Started, In Progress, Completed, At Risk, etc.). I want to change the Status column to "Complete" when the % Complete for a task is changed to 100%. Screenshot of my automation set-up is below. Can…

We've recently experienced a single file category for several accounts that was changed when it shouldn't have been. Imagine out of 100 "Live" accounts, 20 of them were randomly changed to "Inactive." When I View the Cell History looking for the culprit, it tells me that it was changed by "Smartsheet Automation" and also…