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Introducing Query Streams - Automatic Database to Smartsheet Sync
Hi Smartsheet Community!We're Query Streams, and we built a tool to automatically keep your Smartsheet updated with data from your databases and APIs. What it does: Connect your database or API to Smartsheet and set a schedule. Your sheets stay updated automatically - no more manual exports or copy-pasting. New records get…
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WORKAROUND FOR AUTOMATION EMAIL TO RECEIVE SEPARATELY AND NOT BUNDLED IN ONE E
Hi anyone here have a work around or formula in my case i created a project where in Effectivity date reach it sends email notifications i also created a helper column for subject to have a unique fields and not bundled in one email but in this case if the same effectivity date different details it was placed in one email…
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Merged: Audit Log of Automated Messages / Notifications
This discussion has been merged.
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Include Attachments in Automated Emails?
Is there a way to include attachments in automated emails? I want to automate communication to simplify a work process. Currently, emails are sent manually and occasionally contain attachments. All of the information my staff would include in the email is in the sheet, so being able to drag an attachment to a line and then…
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Adding attachments to a generated document.
I’ve created an automation that generates a document and forwards it to the individual specified in a cell. The line item also has several additional attachments associated with it. Is there a way to include those attachments with the generated document?
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Why would workflow automation show smartsheet in search
I'm trying to work on automating lines on Smartsheet and implement copy row feature. When I click on the COPY TO field and try to search for a specific sheet for "select a destination sheet", it's not coming up. What could be the potential issues? I've seen the sheet not pop up on search for a few hours after creation, but…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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Attachments for Non-Subscribers
I use Smartsheet for construction management (scheduling and quality control). I currently have an automation established to send a notification to a contact in a specified column when a row is added and assigned to them OR if a change is made to row that is assigned to them. Can I set-up my smartsheet to allow…
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Exporting Attachments to Google Drive
Smartsheet is very useful for collecting data through forms from non-users and organizing it in a database, from which automations can be run. The "generate document" automation is one I use particularly frequently. It's very helpful in making "receipts" of the most crucial information for other parties to review in a…
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One-time pop-up Confidentiality Acknowledgement?
I use Smartsheet as a virtual data room, with each Workspace dedicated to a specific project. I will then invite different downstream colleagues to the project sheets. I would like to set-up a Confidentiality Acknowledgement statement that the colleague has to click on "Acknowledge", before being granted access to the…