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Automatically check a box when Supervisor Approval is changed to Approved
I have a Approval workflow that I created to send to supervisors for approval based on a date. Once the Supervisor Approved field changes to Approved, I want it to check a box called Registration. Here is the 2nd workflow. It does not seem to be working. Any ideas?
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Open Days in a project
I'm trying to calculate how many days a project stays open base on completion date: This is the formula I'm using, the problem is counting an extra day if the project is completed. =IFERROR(NETDAYS([Submission Date]@row, IF(ISBLANK([Completion Date]@row), TODAY(), [Completion Date]@row)), "No Submitted Date") it was…
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How can I determine who has unsubscribed from a workflow?
Hello, I saw on the activity log that someone unsubscribed from one of my automated emails. Is it possible to find out which user did? If not, is there a notification that can be set up to let me know when this happens? Thanks, Miles
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Scheduled workflows not working
Hi there, I have multiple sheets that are required to tick a box at 17:00 every day via a workflow. When the box is ticked, it triggers another workflow that copies the row to an additional sheet. This worked fine for 6 months. Now suddenly, it does not work for some. The workflow shows that it was triggered, but the…
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Automatic Workflows for Sub Tasks
I am working on updating our engineering change request (ECR) process and we are moving the tracking of this process to Smartsheet. Each ECR needs a variety of things from a few different departments to be complete. Right now the process starts with a form that anyone can submit. New ECRs are reviewed by a Change Board and…
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Project Management by Project Week
We use Smartsheet to manage projects that extend for long periods of time. We would like to set our start dates/due dates by the lifecycle of the project, not necessarily by a hard date. For example, we would like to set Onboarding to finish in Week 3, based on the start date of the individual project. We have tried to use…
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Project financial tracking
Is there a way to add financial tracking to the project manager template. This is what I need to track the most. We have labor Crews and expe ses for each project and I need to track our actual costs compared to our projected costs and our p&l for each project.
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Document Builder using specific cells not row/column
I would like to summarize specific cells from a large spreadsheet onto a PDF fillable form. As I see it, you can only populate by column or row. I would like to be able to select multiple individual cells throughout the spreadsheet to fill the form blanks. Is there a way to do that?
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Packing Slip Template Final
Hi, I am currently on this page and have downloaded the Packing Slip Template. I have opened it in smartsheet, but cannot find out how to make it look like the Final Draft that this page shows. Am I missing some feature?
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User unable to open form link
I have our Smartsheet set to allow anyone with the link to fill out the form, but got a message from a user stating the link is not opening. I tested the link and it opens for me. Our user is in Argentine. Please advise next steps.