- Can Workflow be shared with other users?
Hello I have some weekly reports shared with my team members. The reports have automated workflow (the primary function applied are move the rows, copy, alert..., etc.) I am wondering if the workflow can be created once and applied to the all the future reports? So I don't need to create the workflow every time. It'd…
- How can I have automation emails include hyperlinks to individual line items?
I have an automation that distributes ball-in-court tasks to each team member. These emails come with a generic link back to the smartsheet the automation originated from, but I'd prefer that each line-item hyperlinked back to that line-item in the worksheet for optimal work flow.
- What is best method to map data and manage ongoing changes from one Smartsheet to another?
I have been using a workflow automation to move a certain rows of information from one Smartsheet to another. These workflows are super easy and useful, but not that flexible. The provided workflow automation requires the column headers match up exactly between the two sheets in order to populate accurately. Where this is…
- When sending an automated email, is there anyway I can pick which order the customized fields go in?
Each time that I try to put certain fields from the sheet into my customized message in a certain order, it keeps changing it to something random.
- 60 +项目管理的最佳实践s in Smartsheet
Hello, I am a fairly new user of Smartsheet and have recently started at a construction company as a project manager where we design manufacture and erect large steel buildings for rural and industrial use. (From farm sheds through to aircraft hangers and fabrication workshops.) We have up to 70 projects active at any one…
- Active turn around times by status of a row
I was wondering if theres a way/formula to track the amount of time a line stays in a certain status. For example - If we are using a line to track the life cycle of a contract we would have a created date field and a contract status field. The status field would consist of fields like "Contract Review" "Legal Review" "On…
- Format of Automations
Apologies in advance if this has already been asked, however, I struggled to find an answer on this when searching in both the community pages and the help guides. I'm convinced I've previously been able to apply a setting on automations, such as alerts/notifications, which allow them to be displayed either vertically or…
- How to show a "Completion Status" column based off of certain cells containing value?
Hello Smartsheet community, I have a database containing the amount of training specific employees have received. I would like to create a formula that is able to recognize what level someone is at and then the training needed for that level. If they have received the training it would show as "complete." If they have not…
- Start Date / Alert Someone
I know I am over thinking this but I am trying to figure out 2 week look out. Lets say Start date 7/20/21 and I want Smartsheet to give me an alert 2 weeks before. What is the correct set up in Smartsheet?
- Copy New Row, Delete Old Row
I have a quick question. I have a process by which a row gets copied (from Sheet A) into another sheet (Sheet B). Since there will be duplicate rows in Sheet A, I'm wondering if there is a way in which when the row gets copied into Sheet B, a row can be deleted if another already exists? Essentially, I'm looking to avoid…
