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Automation help or formula for connecting rows
AW Placement request form below takes in all of the school placement requests via a form. Once the column AW REQUEST STATUS is 'approved by leader' it is automatically moved to Students/Instructors - AWI The ANCHOR ID transfers over from AW placement request sheet to students\instructors - AWI - when approved by leader…
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Project Status Report > Horizontal View
In our team project trackers, we are leveraging worksheets with grandparent/parent/child relationships to organize by the the different business/clients/projects. Our desired automated reporting output is to transpose most of what is captured in a row format into a column to enable a snapshot view that is horizontal in…
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Automated Update Request - some fields editable, others not
Hello, I am trying to set up an automated Update Request for % Complete updates on a project plan. When I test the automation sending it to myself, the system seems to be randomly selecting what item can be updated. For instance, sometimes it is only the task name, others the task name and percentage complete. As I need it…
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Anyone know how to fix this error in Control Center?
Hi, I keep receiving this error when trying to save one of my blueprints in Control Center, the link to the Work App also crashes when I try to open it saying an associated Work App can't be found. When looking at the Portfolio level Work App, I can't see this blueprint linked on there either. The settings for this…
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Moving Rows between sheets
Hi! I have a Original sheet with data being inputted by different users and locations. I was trying to build out reporting so I moved one locations data to another sheet. Is there any way to move it back to the original so I can change it to copy rows to the secondary sheet instead? I don't want to risk losing all the…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Editable Comment Field for Approver When Declining
Add an editable comment field option when an automated approval request goes out so the approver can enter why they are declining a specific request.
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Need Help With Setting Up Automation
I can't get this automation to work. I need the Final Approval Box to change to "completed" when all 6 previous columns have the appropriate answers. "Approved" needs to be in the approval columns (3 total) and the sign off columns (3 total) need to contain a text or not be blank. These 6 columns will be filled out by 3…
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Copy row when certain criteria are met and edit data within the row
Hello, I am managing a list of products where our customers often re-order the same product the following year around the same time. I want to copy the product specifics to the bottom of the sheet once it is checked as delivered and add a year to the due date. This will allow us to plan for the product delivery the…
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Need formula & function for the question below
If I apply for PTO, I want to make sure it's getting subtracted from the "WR Balance Before Application" and it would be straight subtraction selecting cells & it's sorted. The main formula I am looking for is, If I apply again, my "WR Balance Before Application" should be the latest "WR Balance Left After Application"…