Automations

Discussion List

  • Copy parent row only
    In Formulas and Functions
    I have automation set up to copy rows marked as "key deliverables" in my project schedule into a separate, key deliverables status tracking log. Unfortunately, when a key deliverables row in the schedule is a parent row -- i.e., …
    Answered - Pending Review
    13 2
    Answered - Pending Review 13 views 2 comments Most recent by John DeRoy Formulas and Functions
  • Secondary Notification Automation -
    In Using Smartsheet
    I have a request form built that will be released throughout our region. Based on which office location is selected, a designated person will receive a notification that a new line has been added to the sheet through the form. Example: …
    Answered - Pending Review
    16 1
    Answered - Pending Review 16 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Global Automation Permissions?
    In Formulas and Functions
    Are there global automation permissions, where the Limited option can be set across the board? All I could find was Permissions in Security & Controls. For any new sheet created, I want to default the Automation Permissions setting to …
    Accepted
    13 2
    Accepted Answer 13 views 2 comments Most recent by Kyle Chipman Formulas and Functions
  • How to send an alert when a ticket is reassigned.
    In Using Smartsheet
    I need the system to send out an alert when the 'Assigned To' contact list field changes to a value other than the current value. I have an Alert automation configured with a Trigger: When rows are changed. And When 'Assigned To' changes …
    Answered - Pending Review
    12 1
    Answered - Pending Review 12 views 1 comment Most recent by Mark Cronk Using Smartsheet
  • if formula help
    In Formulas and Functions
    I am trying to do a formula that states: if there is text in the column2 then place a "1" in the primary column. @Paul Newcome
    Answered - Pending Review
    16 4
    Answered - Pending Review 16 views 4 comments Most recent by Mike Wilday Formulas and Functions
  • Copy , move or share selected cells / information with others
    In Using Smartsheet
    Hi All How to copy/move or to share rows to another sheet with column of my choice . or to share some cells / columns of my choices with others but not all row information The reason is i donot want to share some information with others…
    Answered - Pending Review
    23 4
    Answered - Pending Review 23 views 4 comments Most recent by Leibel S Using Smartsheet
  • Form row count alert
    In Using Smartsheet
    I created a form for people to sign up for a class. I have 8 sessions available for the same class but with different dates and times. The maximum amount of attendees we can have per session is 150, so the sheet will end up having 1200 row…
    Answered - Pending Review
    15 4
    Answered - Pending Review 15 views 4 comments Most recent by Debbie Sawyer Using Smartsheet
  • Add date to formula
    In Formulas and Functions
    Hi I am currently using this formula =SUMIFS([Number of Slides]:[Number of Slides], Done:Done, 0, Status:Status, "Handed to Pathologist") I want to look at the date for the next 30 days. I have a column titled "Due Date&quo…
    Accepted
    17 2
    Accepted Answer 17 views 2 comments Most recent by Sara Moore Formulas and Functions
  • Is it possible to remove the source sheet link from automated email notifications?
    In Using Smartsheet
    Several times a day I get requests to share a source sheet to a user who received an automated alert. Since the body text is small and the source sheet link if big and in a different color, i can understand why they are clicking on it. I h…
    Answered - Pending Review
    161 11
    Answered - Pending Review 161 views 11 comments Most recent by Andrée Starå Using Smartsheet
  • Averaging RGB balls
    In Formulas and Functions
    I'm hoping this is quite simple, but my simple mind is struggling to piece it together. I have a Parent Row with multiple Children but only one hierarchy below it and i want the parent row to average the status of the Red, Green and Blue …
    Answered - Pending Review
    31 6
    Answered - Pending Review 31 views 6 comments Most recent by Leibel S Formulas and Functions