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Automatic Emails from Reports
I have team member specific, multi project sheet, prefiltered Reports built out and I want to have these reports automatically emailed to the team member and myself every Monday morning before I'm in the office. The reports run off of the "Last 7 days" filtered for tasks accomplished. So having them automated to run and…
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Is there a way to upload an excel file to replace a current sheet?
I have a 6 column, 10,000+ row sheet that feeds into other sheets of data through vlookup formulas, that I update on a weekly basis with new information from an outside source. the columns stay the same but the row #'s vary. is there a way I can upload the new excel version of the data to automatically upload the existing…
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Automations Errors
Every week, I export my employees' time from QuickBooks to Excel and import that data into a new Smartsheet. I have an automation that copies those imported rows into a template sheet that formats the time data. Within the template, I have separate automations for each employee. Each workflow uses the employee's User ID to…
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Remove "automation@app.smartsheet.com" from sender email address
The OIT Security department at my university received a report that an email from automation@app.smartsheet.com may be phishing. We send a number of Update Requests through Smartsheet that require action from the receiving party. If the email is perceived as phishing by the recipient (or flagged as Spam by the email…
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Automations not working in Table view (large table opt in)
Since I switched a sheet from Grid to Table View July 6th, none on my automatons have run. I even tried replicating an automation and got the following message: This is causing us a major headache as this process has worked fine for over five years with no issues
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Smartsheet Enterprise WorkApps Expert Needed (Architecture & Setup Assistance)
I’m building an enterprise employee onboarding platform in Smartsheet Enterprise for my employer. I already have most of the business requirements, workflows, and sheet structure completed. What I need is someone with real experience using Smartsheet Enterprise and WorkApps to help me properly architect the solution. What…
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Automation Between Sheets?
Hello! I have 2 sheets and I'm trying to design some notification automation between the two of them and I'm not sure what I want is within SS' capabilities. Sheet 1 has an application associated with it, Form A. An applicant fills out Form A and the data is all populated in Sheet 1, the relevant info for this question is…
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Checkbox not triggering Automation
Hi, I have a very simple automation set up where if the box is checked, change the dropdown column for that row to COE Team. I tried it and it didn't work. I waited for about an hour to see if it was taking a long time but it still is not working. There is no formula involved with the automation so it would be a manual…
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Adding Grid Fields into an Automation
Hello Folks, I have an automation that emails/notifies me when someone fills out a form (see Figure 1). The form has several fields, and I'd like to embed those in the subject line of the email or body of the email. I am able to get the information in the body of the email as that's how SS is set up, but I'd like to embed…
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Embed Smartsheet fields into Automation emails
It would be great if we could embed Smartsheet fields into the body of an automation email. For example, I have several emails going to different departments and if the auto email could be set-up like below, it would save time, clicks, confusion, etc.: <<Smartsheet field1>> has submitted a new request. The request…