Automatic Capabilities

Danielle

Hello,  I am looking for a little direction. I am new to smart sheet and went through basic capability trainings etc.  However, I am looking  for assistance in having a smartsheet automatically move information down and date it.

Quick reference to help better understand my question.

I work for a commercial real estate company. We are constantly receiving advertisements and emails from sellers who want us to buy properties.

My goal is to create a “ Master Sheet" in smart sheet that can hold all of the documents we receive for our records.  In doing so I hope to somehow have smartsheet organize them from a month to month basis without having numerous sheets. Does anyone know if smartsheet can recognize a change in the months and automatically allow new documents from a new month to fall into it's own new space, without getting it mixed in with the previous month?

 

 

Thank you

Shaine Greenwood

Hi Danielle,

Smartsheet currently can't automatically move/organize rows based on specific conditions, but this is functionality that our Product team is looking in to. When you have a moment, please fill out a Product Enhancement Request using the form under Quick links on the right of the community site to let our Product team know that you'd like to see this feature added.

In the meantime, you might also explore a third-party application that perform these automations for you. Zapier, Appsheet, and Azuqua all come to mind as third-party applications that you can explore.