automated archive
Discussion List
- Would love to be able to mark a sheet as "complete" in the sheet summary and then the sheet automatically gets moved to an archive folder or a completed folder.
- Sheet 1 has the column of Name (Text) Email (Contact List) Request (Text) Approver (Text) Approval (Yes/No - Dropdown) Sheet 2 has the columns Approver Name (Text) Approve? (Yes/No - Dropdown) Once th…
- Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for ea…
- This discussion has been merged.
- I designed a dashboard to capture our department's customer communication. There is a form that populates our communication log, reports and feeder sheets that breakdown each team members' bucket of l…
- My workspace has 3 main source sheets. Each of these source sheets currently uses a different column for the primary column (two use ID Number, one uses Name since ID number is assigned later) but bot…
- Hello everyone! I am trying to do a mass end of year achieving. In this I want to achieve everything that has a project status or activity set to "Closed", everything that has a health of "Blue" (Mean…
- At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this tha…
- Hi there, I have a helper sheet that populates Office drop-down dates via DataShuttle. The "Date Requested" column contains drop-down options with dates, and the "Date" column is a date column (my tri…
- Hi Team, I have created a 4 tier linear approval workflow wherein the functionality works fine when we go through the Approve option for all levels. However, if the first one declines and the forms op…