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create workflow for "task due in 3 days"
Hi all, I would like to create a workflow to send out reminders to assigned persons of tasks (cards) 3 days before the task is due. I set-up the attached workflow but at the moment it's sending reminders on the exact due date and not 3 days before. Would be happy to get your advise. Thanks so much! I'm using smart sheet…
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Workflow notifications
I have created 2 workflows as pictured below. The first workflow is for "is not one of" and the second workflow is for "is one of." Based on the parameters, the "is not one of" workflow should not have gone off today and the "is one of" should have, but instead "is one of" did not work and "is not one off" sent the…
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Calculating Sum of Hours from Child Rows
I am trying to sum up the "Total Hours Used" from Child rows (white highlighted) into the "Total Hours Used" parent row (black highlighted). I cannot use StartTime and EndTime here, because the time slots are not necessarily continuous. Appreciate any inputs on this. Child Rows - "Total Hours Used" Calculated as 2 hours, 4…
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Search Bar Question
Is there a way to add a Smartsheet search bar to a web site, linked to my smartsheet?
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Need a Work Around Please
I have an Admin who doesn't wish to share the sheet with me so I can add a column to covert the date in the date column to a Weekday, Is there a way to do this on a separate sheet? Our, Both the Admin and I, have superiors who want me to create a report showing the total orders scheduled by day of the week and then I have…
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RYG Automation using IF/AND function
Hi, I am creating a project management sheet with RYG symbols to trcak our progress. I have a sheet with the projects, status and due dates. What I'm trying to achieve is for the RYG symbols to automate based on the status and deadlines. If status is either in progress or for review, and is 2 days before the due date,…
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How to create report with rows instead of columns?
Why does Smartsheet only allow you to make a report with columns and not rows? I'm using my sheet to coordinate data for events. Each row has a specific event, each column has different details for the events (date, location, hotel, meals, etc) and I need to take information from only certain rows to create a report for…
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Notification only show changed cells
I am sure this should be possible but can't find any direct reference to it: I have set up notifications and approvals in a workflow as consequences of a request for updates. I would like the notifications (and/or approvals) sent after that update to include only the cells that were updated, in exactly the same way that it…
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Report using multiple sheets
Hi...I would like to build a report from 2 sheets. Taking most of the columns/rows from the first sheet "Summary View" and then just one column of data for the color the RYGB color status from the "SP Automation -Internal" sheet. I have tried to add this missing data point into the "Summary View" sheet but I am at the max…
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Send a link to a report to users that have tasks due that day
I'm not sure what the best work flow is for this but here is my current setup: * I have a task list with all tasks for the duration of a project. * I have reports that list all tasks due within the next day or week for the "current user" * Currently users get alerts for every task that is due on that day (multiple alerts /…