Automations
Discussion List
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How to automatically pull Report data into a Sheet, staying in sync?
Hi all, I've built a Report in Smartsheet that pulls "Actual Hours data" rows from multiple Consultant sheets. I want that Report's data to appear in a Sheet — as-is, row by row — and have it automatically stay updated as the underlying Consultant sheets changes. How can I get data from a Report into a Sheet, so it stays…
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Ongoing Automation Issue Not Resolved
There are several posts about this but I do not see anything addressing the fact that this issues is absolutely not resolved. It worked yesterday at approx 7:30 AM Central and as of two hours ago, automation is still not working. This automation is specifically used to copy a row to another sheet so a pdf template can be…
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Automation to specific user stopped working
Automation notifying specific user shows "Unable to run". If you remove user name and re-enter it, it works. Nothing else is changed. Why? What could have happened to cause this with a single, specific user that has been there since 2018 and is a Member. Sharing on workspace/item has not changed.
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Is anybody else having some of their automations failing?
We have seven indentical automations on every one of our 90 or so production sheets. Two of these automations maintain the consistency between two of our row fields. We can detect when either of these automations fails to operate as the two fields become inconsistent (one sets the [Date Completed] field to today's date and…
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If Condition Formula - Based on the Previous Row status
Hello Team, I need to write a logic between 2 rows. The formula should be based on the previous row status. How can we achieve this in the Smartsheet ? Here is the example. 2 teams involved. Developer and Approver. The Approver Status need to be changed based on the previous team task status. For both team, we have a…
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Logo
Is there a way to add a logo to an automation email? I'm worried that it might look like junk mail and someone won't read it. I have a Business account, if that makes a difference.
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Automation Workflows Activity Log
I would love to have the ability to run a detailed activity log for all Automated Workflows in a single, centralized view. While Smartsheet currently provides ways to view details for certain activities, having an Automated Workflow Activity Log with filtering capabilities would make it much easier to monitor,…
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Remove "send me a copy of my responses" in Approval Requests
The email sent to users when they check the box of "send me a copy of my responses" in Approval Requests includes a link to the internal sheet which doesn't make sense and is confusing to external users who may not have access or full context to Smartsheet. I really hope Smartsheet can consider a feature enhancement to…
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Proofs - Default Reviewers and Submitters?
I've been playing around with Proofs, and just hoping to check if I've misunderstood some features. We have the below requirement for one of our sheets: Each row will have a proof Each row should automatically have the same reviewers Reviewers should be notified when proof added to rows Users should be notified when the…
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Data integration not in new project via Portfolio template
Hi All, I feel like I am missing something simple. I am creating a new project via a Portfolio template. They are working great except for the pre-built data integration in the template is not in the new project. Its easy to re-add them but not a good experience for users. Any ideas on what I am forgetting. With the…