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Is there a way to have dynamic cell updates? My previous attempts were unsuccessful.
I have two (or more) sheets, one sheet called “Master Sheet” and another called “Library 01”. I want to create a drop down in Master Sheet with Options “A-H” which populates data from Library 01 and automatically changes based on the option chosen from Master Sheet. Is regular Smartsheet capable of this? I've tried using…
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Email Error
I have an automation set up so when a certain column is checked it will generate a document via DocuSign. It worked perfectly and now suddenly I keep getting the same error. I have scrapped the automation and started over making sure everything is set up correctly but still get the same error: The email for "Doctor Email"…
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Can I generate more than 1 document with automation
I have 3 workflows to generate different documents, the first workflow works, the second and third do not run. Not sure why.
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Better Document Generation Attachment Options
It would be good if we had more control over how Document Generation Attachments are added to a row. We have a use case with two Document Generation workflows – one for updating a PDF during preliminary statuses (New, Revised, etc.), and the other upon reaching Approved status. They each create a PDF with the exact same…
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Request Update in Conversation
I have just inherited a sheet that is being used weekly status report. My PMs have been logging in and updating a single box with an update on the weeks progress. So far, so good. I want to change to use the conversations tab so we retain the history, and use the "latest comment" for the field on the sheet. I wanted to use…
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Ideas on how to effectively create a new sheet that collects information to update status on another
I am struggling to find other answers on the community for this situation. We are creating a log of all equipment. I am creating a second sheet for when that equipment is removed. When someone submits through a form that equipment is removed, I would like the second sheet to automatically update the status on the original…
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Trigger (Automate) an update request to go to a Slack Message
Our team uses Slack, and it would be great if we could trigger an update request that goes to one of our Slack channels. A link or button that is sent in a slack message to the channel that allows a user to fire the update request (similar to the email version) but without the "email" part would be PHENOMENAL.
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Automation not Triggering on Function Checkbox
Hello, I have an automation that is setup to trigger once a particular column checkbox is checked. The column checkbox is checked by a column wide function. Prior to this I had cell level functions and the automation was working fine, not sure what the issue is now… Any help would be appreciated! Details below: when all…
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Update request not working
We are experiencing a significant issue with our Smartsheet used for audits. Currently, only three managers have direct access, while the remaining 26 team members submit their insights through an automated update request workflow. Recently, team members have encountered a persistent message stating, "Smartsheet has been…
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AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows
Dear All, We recently hosted our live webinar: “AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows” – and we had a great turnout with nearly 300 Smartsheet users joining us. The feedback has been overwhelmingly positive – especially on the live demos, which showed how much time and effort this…