Any update on this from Smartsheet or a roadmap to do the same? ----- Like many of you I have data (lets call them projects). They come in as an idea on a form, users supply some data, it is verified, and achieves a stage to move on, When it moves on it has accrued much data that does not need to move with it so only SOME…
I am new to Smartsheet. It seems super user-friendly, and I love that, but I don't have any previous experience with the software. I belong to a team of administrators who oversees the progression of an Apprenticeship Program within our organization. The process is lengthy, time specific, date sensitive, and very fluid.…
Include the column description when an update request goes out to provide some context to the column if it has a generic name.
I feel like i'm missing something because it appears others have been able to do what I cannot. I have a contact column and some of my vendors need the emails to go to multiple people each week. I setup "allow multiple contacts" and entered their email addresses, but the automation is only sending to the first contact in…
We have our team submitting requests for work via a form with a few required columns and some nice to have information to generate into the Smartsheet. We have been manually copy and pasting the subtask rows each time a form is submitted. then we indent those to get the parent child relationship. They are always the same…
This discussion has been merged.
We are trying to create an automation where every time an update request is sent and submitted (even without any change), an email is sent to our personnel. What is happening is that for that to happen we created a trigger where specific cells when changed send the email to our personnel. The problem is that when a change…
I would like to be able to embed a form in an automated email that is sent out to people once a week, so that I can request status reports. I would like to use this, instead of an update request, so that I can have a historical record of previous status and comments. Embedding the form will improve the user experience,…
I'm trying to set up an approval workflow for my intake system. For instance, Issue is submitted and worked. I want to notify the submitter that it's resolved and request them to approve/deny resolution. The problem I am running into is the ability to "auto remind" them of open approval request should they not respond in…
