Automations

 

Discussion List

  • When move/copying rows, how to prevent new columns being added in the destination sheet.
    In Formulas and Functions
    In Smartsheet's article, it's stated that "If the source sheet contains columns that the destination sheet does not, these columns will be created in the destination sheet when the row is moved or copied." Is there anyway to prev…
    Answered - Pending Review
    27 5
    Answered - Pending Review 27 views 5 comments Most recent by Maram Mohamed Formulas and Functions
  • No options for selection of destination sheet to copy rows with automation
    In Formulas and Functions
    Trying to copy rows across sheets across workspaces (both of which I own) but when I go to select destination sheet nothing show up, blank screen. Any thoughts on what I may be missing here? Thanks in advance
    Answered - Pending Review
    17 3
    Answered - Pending Review 17 views 3 comments Most recent by Maram Mohamed Formulas and Functions
  • Approval workflow
    In Using Smartsheet
    Hello! I need to create an approval workflow with these conditions. Please also find below the problems I'm encountering: When a row is added, changed, or deleted. (Problem #1: I don't manage to set this up for rows that have been deleted.…
    Answered - Pending Review
    21 5
    Answered - Pending Review 21 views 5 comments Most recent by Berta Using Smartsheet
  • "When Triggered" Automations Behaviour
    In Using Smartsheet
    A colleague of mine has sent me a question that has stumped me and has got me thinking my understanding of how automations work has been wrong. She sent me the following: We have automations that are set up to send when triggered that sen…
    Answered - Pending Review
    43 4
    Answered - Pending Review 43 views 4 comments Most recent by Paul Newcome Using Smartsheet
  • I need help and suggestions for creating following sheets:
    In Using Smartsheet
     Hello Community, We would like to create sheets, which will be working for the following functions and trigger the right authority on time: 1. Perform monthly vendor scorecards 2.Have an approved vendor commodity matrix that can be share…
    Answered - Pending Review
    6 1
    Answered - Pending Review 6 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Automating Cell Link
    In Using Smartsheet
    I've created a workflow to handle project requests that come in to our department. We have a master sheet where all new requests are entered (either manually or from a webform) then each of our 3 team members have an individual sheet. When…
    Answered - Pending Review
    146 7
    Answered - Pending Review 146 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Automating Document Generation and Print
    In Using Smartsheet
    We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details a…
    Answered - Pending Review
    11 2
    Answered - Pending Review 11 views 2 comments Most recent by STGprojects Using Smartsheet
  • Using Calendar App and JIRA Connector to build a Release Calendar
    In Apps, Integrations, and Add Ons
    I am using the Calendar App to create a release calendar that tracks all our releases along with their respective critical path milestones. I would like to dynamically include the Jira Epics and stories that correspond to each release usi…
    Answered - Pending Review
    39 5
    Answered - Pending Review 39 views 5 comments Most recent by Maria Gonzalez Apps, Integrations, and Add Ons
  • Lock Cell until conditions are met
    In Using Smartsheet
    Hello, I have a checkbox column called Ready for Production which notifies the relevant persons when an item is checked and ready, I would like to lock or leave cells on this column empty until a number of conditions are met, the condition…
    Accepted
    10 3
    Accepted Answer 10 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Row ID (ignoring blank cells)
    In Formulas and Functions
    I am trying to create a sheet which identifies batches of 25 rows and creates a specific batch ID, before moving onto the next 25 rows. (Batch Column) I also need to formula to ignore rows with blanks entries. (Row ID) I hope somebody is…
    Answered - Pending Review
    12 2
    Answered - Pending Review 12 views 2 comments Most recent by Jen R Formulas and Functions