Formulas and Functions

Formulas and Functions

Ask for help with your formula and find examples of how others use formulas and functions to solve a similar problem.

How do I automate the creation of a project schedule from a form submission?

Hoping someone might be able to help me figure out this workflow:

  • Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager
  • This form submission triggers a workflow that will automatically pull a project template, inserts "name of project" in title, inserts "go live date", inserts "assigned project manager"

I have a project schedule template already set up. There will be requests for dozens of projects that use the same template and I'm hoping to be able to automate this piece.

Best Answers

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!

Trending in Formulas and Functions