-
Including attachments in message only automations
I have created a message only automation (cannot include the link to the smartsheet) to be sent when a new row is added via a form. The form includes an upload of a document; however, when using a message only format for the automated email I am unable to include the attachments. Any help is appreciated!!
-
Function() or @argument for "currently logged in user" for use in Sheet formulas
I would like there to be a function() or @argument (e.g., User() or @user, perhaps?) that I could use in Sheet formulas that would evaluate to the "currently logged in user". This would enable more flexible Filters in Sheets that could be supported by Helper columns for evaluating logic against multiple multi-select Person…
-
Adding date ranges to column headers
Hello Smartsheet Community, I saw something at the conference in November and I'm having a hard time remembering what it was called so that I can figure out how to use it, I think it was a "series". Here's my problem: I have several sheets that I am using to create "block based" schedules, each block is defined by dates,…
-
Workflow Notifications for sub-subtasks
Hi, I set up a workflow notification to request updates on projects due today, or past due for an entire project sheet. But I would like to know how I can setup notifications only for the sub-subtasks row, if possible, without a helper column. Thanks!
-
Extract Data from a replaced file in the Folder
Hello Team, I am currently using Data Mesh, to get the sheet updates from Sheet 1 (Source) to Sheet 2 (Target). Now, I am having a situation, where Sheet 1 (source) needs to be replaced on daily basis. The data mesh is unable to retrieve the replaced file. What is the solution Smartsheet can offer in this case ?
-
Can a fillable pdf be used for an update request?
Hello, I was able to figure out how to automatically send a fillable pdf based on the columns in my sheet, but am I able use the generated document also for an update request? This would reduce the amount of emails that are being sent to the person I'm requesting updates to the sheet from. Alternatively, is it possible to…
-
Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
-
automation emails being sent as a single email instead of multiple.
We have a sheet we use for Development Projects, sometimes people submit support tickets there that we want to be able to easily forward to our ticketing system, Service Now. I have an automation setup to trigger on a checkbox being checked that sends an email to our ticketing system, which creates a ticket. The trouble…
-
Inputting Contacts into Smartsheets
Hi Smartsheet community, question..my Smartsheet account is not allowing me to input contacts of contractors for project into my inspection reports. I have the correct information for each contact (ie. email and phone number). Would this be a restriction out in place on my company’s end or..I need answers. Any feedback…
-
Automated notifications summary
Hi, Is there a way to generate a summary of all of the automated notifications that are sent from a sheet? Some users are receiving the automated reminders and others are not as we are testing. I'd like to find a way to verify that they are being sent as intended. Essentially, ensuring that the training due and overdue…