Use of sheet summary fields (or formulas) in automation

It would be great to be able to include calculated values and/or sheet summary fields within automation. In general, the point is including global conditions in the automation criteria.

An example is an employee calendar with daily alerts as to who is out of the office. When people are out for a range crossing a non-working day, I'd like to suppress the alert without adding a "today" column to the sheet and populating it.

Sign in to vote!

Find more posts tagged with

Formulas

Automations

Sheet Summary

Idea Submitted

Comments

Rebecca Parker1

I have another example - I have a checklist for employee onboarding, where the 'responsible' column sometimes needs to be the new employee, and sometimes that person's manager. I'd like to be able to use the sheet summary area to store the employee name and the manager name, and then use an automation to populate the 'responsible' field on the appropriate rows (I'm identifying those with a 'who does it' column with value of 'manager' or 'employee'), when the sheet is saved and the summary fields have been updated.

John Stonebraker

Good idea Rebecca - that expands the request into being able to reference summary fields in any formula - automation or sheet.

Quick Links

Trending ideas

Resource Management Plan Settings in Control Center - add Client and Project Code fields
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
Attachments in Cells
I rely heavily on Smartsheet’s Document Generation. However, this workflow is currently dependent on having photos stored inside cells, since row attachments alone cannot be used directly in document generation.. If Smartsheet allowed attachments to be displayed as thumbnails in cells (as a reference), document generation…
WorkApp Analytics
I’d like to see user analytics for WorkApps. I’ve checked the user report available in the Collaborator Pack, but it only shows how many times someone has clicked into the WorkApp each month. I’d like to know: Which resources (dashboards, sheets, forms, etc.) are getting the most traffic? Where are people spending their…