-
Automate Weekly Copy/Paste of Hierarchy
I have a weekly tracking sheet that I update each week by doing the following: 1) Copy/Paste the current week's hierarchy (lines 546-561 in screenshot) to the last row of the sheet, 2) Update the week column, and 3) Clear some of the data for the new week. While this doesn't take a long time for one sheet, I do a similar…
-
Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
-
How do I embed an image in an automated notification
Hi all. Any guidance is much appreciated. We send an automated Request an approval notification once a row is added to our sheet. Our customers are not Smartsheet licensed users or connected users, and we do not want them interacting with our sheet. We would like to include an image, the same image for each request, in the…
-
Free Smartsheet Webinar Series by DigitalRadius
I wanted to share an exciting resource that I think a lot of you will find valuable! Our Customer Success team here at DigitalRadius is hosting a Free Smartsheet Webinar Series now through the end of the year, designed to help you unlock the full potential of the Smartsheet platform. It starts tomorrow! Here’s what’s…
-
Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…
-
Is there a way to use Automation to update a Duration column?
I have a helper column currently that checks to see if a task is required or not, and I want to set my duration to 0d if it is not required. Right now, I am doing this manually as I can't see a way to get automation to update a Duration column using the "Change a Cell Value" option. Is there a way to do this via Automation?
-
copying rows to RAID log
Howdy, partners - I'm trying to use the copy row automation to copy tasks into a RAID log when a user identifies a risk or issue in our Project Plan. Our plan has a few sets of parent rows, and I'm finding the copy automation is not bringing just the direct parent, but the entire sheet into the RAID log. This is obviously…
-
Create your own Automation templates
Hello, It would be so helpful if I could create a automation template that I could use across all my sheets. Right now i have to re-create the automation for each of my sheets. I wish i could just copy my automation from my other sheet or create a saved personal template. Thank you, Peter Taylor
-
How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")
-
Enhancement to update Data Shuttle to recognize/preserve leading zeros in front of numbers
Use case: Managing hundreds of cloud accounts that have a fixed length ID and a randomly assigned number. Some account IDs have 1-3 leading zeros, some have none, as long as the overall length is 12 digits. Issue: When using Data Shuttle to import updated lists of accounts, existing accounts with leading zeros, are deleted…
