- Ability for PM's to select which projects they want to receive a status update request e-mail
On an ad-hoc basis I need project managers to be able to select which project(s) they want to receive the status update request so they can update accordingly. Currently In my dashboard I give them access to a separate "project selection" sheet containing the project list (linked in from the master data sheet) and a…
- Contact Card email address fo automation
Hi All, I have a sheet where customers send a submission and get automated emails with field data that they submitted. I want to provide details of the assignee of their submission but want to provide the assignees email address stated on their contact card - is there any way of doing this? I currently grab field data by…
- Is it possible to stop a flow pulling in a duplicate line item
嗨,希望你都好!与help of this community i have created a form that will automatically identify how a line item and how long it is before being cancelled. This form will then send emails to Project Managers once we are 5 days away from cancellation and then a day away. Because of this, we are going to…
- Copy Row Automation
I am trying to copy rows over to another sheet once a date is reached and the respective review period has begun. The automation workflow I have is this: Trigger - When a date is reached Everyday at 6:00 am Condition - Where deadline is today Copy Rows I am not having any luck with the rows copying over to the other sheet…
- New to Smartsheet - Setting alerts once status has changed
Hi all, I hope you are all doing well. I have tried to incorporate Smartsheet into my daily workings and hope you may be able to help. Seemingly, Excel is far easier when setting rules, but with automation needed I decided to use Smartsheet. Currently, I have a project on hold sheet which records all projects that are…
- Automated Reminders Based on Approaching Due Date
Hello Community, I am attempting to produce an "if/then" statement within a column of my project management smartsheet in order to create an email automation to remind the assigned user to address the aging task. Using the formula, I should be able to create conditional formatting or email automation workflows that address…
- Automation
Could you help me ? do you think i did it right? I want to automatically send a reminder mail to the responsible persons on the 60th and 15th days. the trigger should work every day and; it only needs to work on the 60th and 15th days of the contract date. example1: 60 days left until the end of the contract. example2: 15…
- Approval workflow
Hello! I need to create an approval workflow with these conditions. Please also find below the problems I'm encountering: When a row is added, changed, or deleted. (Problem #1: I don't manage to set this up for rows that have been deleted.) When any action above is performed only by specific email addresses. (Problem #2:…
- Form Data
Hello totally new user to Smartsheet and need help on creating a form. I have looked at the posts but haven't found the answer, please help. 1) I need to create a form that will be filled by users to sign-up for different games. On the form my first drop down is Venue and that's the easy part, however when they select the…
- Dashboard Reporting Logical Filtering
Hello, I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry. I developed a Grid and Form that will be a user-friendly tool during each site visit. However,…
