My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
I currently have a smartsheet referencing data from another sheet using the cross sheet Index-Match formula. When I try to trigger a workflow when this referenced column changes, the workflow is not being triggered. I have tried "Copy a Row" and "Change Cell Value", neither work. I understand cell linking does not trigger…
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Hello Smartsheet Community! My question is: Can I create an automation (e.g. to notify someone with a specific message) on a template in a toolkit that will carry over when new projects are created?
Hi team, I am unable to add some fields though those fields are available within Create and Edit Issue screens. Those missing fields as in the red box of a screenshot. Can you help to look into this issue, please? Thank you!
I currently have 2 sheets, sheet 2 has dates cell-linked from sheet 1. In sheet 2 I wanted to use the "Change Cell Value" action whenever the linked date changes in the sheet to save "Yes" in a column called Date Change. However I see that even when the date changes the workflow is not being triggered. I have read that…
Hi, I have two sheets with exact same columns. When any cell(s) value of row in sheet 1 is updated, then I want to update same row with unique identifier ID if existing in sheet 2 to be updated with new cell values as well. Please help how it can be accomplished. Example: Let say Price Per unit of Row 3 is changed in first…
We are starting to utilize forms but i have no idea on how to link those forms to a spreadsheet I'm pretty sure it can be done through workflow but I'm stumped. I either need to be shown or a dumbed down version of steps.
Have multiple workflows kick off based on a set of actions, that are in a group of processes either run as a concurrent process with a starting action, or order of operations that are real-time.
Hello, I am wondering if it is possible to create a workflow app that takes data from my sheet, and based on the value of one cell in a column, makes that row visible to another user so they know they need to complete that rows "job", and then with a click of a button on their part, mark it as complete, and it then moves…
