-
Max and index match function
Hi all, i have a sheet where Trailers are logged in multiple time throughout the day and what they had in them such as a PO number or a load number in a separate sheet i want to type in the Trailer number and i want it to pull the recent entry date of the trailer and the Load number / po that came in that trailer. How can…
-
Auto-populating Primary Field with next number in Form
Good evening, I'm currently creating a form for our client to request new Change Requests. Our change requests have a Primary Field called 'CR Number' and have the following format: 2024-CR182. I've already created my form, but I omitted the CR Number since I can't auto populate it with the next number, ie 2024-CR183. Is…
-
Why can't I use hourly, daily or weekly on this automation?
I'm trying to make a daily notification for the automation below. But it won't allow me. Can someone provide ideas of what I'm doing wrong?
-
Issues with "Record a Date" Automation
Hi all, Any idea why this automation isn't recording a date? We have a formula that's designed to return a value of "Reorder" whenever the inventory for that products dips below a certain threshold. The formula is working, but it's not being recognized as a trigger with the attached automation. Any advice would be much…
-
Can I establish a form workflow that builds on each other for the same request?
Hi all, I'm looking to establish a 3-part workflow that will have 3 forms that will build off the initial request. Here's my scenario/steps: Step #1: User A submits an intake form. Step #2: Once that intake form is submitted, it triggers an alert/workflow to Owner A (owner of this process) to complete another form that…
-
Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
-
How to build a row amortization formula
I have the following fields in smartsheet: Value: 10,000 Remaining Periods: 20 Amortization per Period: 500 I am able to create a row amortization in excel with a formula based on the "Column name", but unsure how to do this in smartsheet since I can't reference column name. Is there a way I can easily recreate this? (see…
-
How do I create an automation that ignores certain calendar days?
I created an automation in which I inserted 3 columns with dates in this way: Column 1: date A Column 2: date A +3 days Column 3: date A +5 days The problem: I would like the automation to ignore weekends and public holidays (of the Italian calendar). But I don't know how to do it, does anyone have a solution? 😊
-
Automation and Scheduled Emails - Only on the hour?
The current default design in Smartsheet is that automated workflows and scheduled email notifications can only be sent on the hour...Let's say you have a weekly 8am meeting, but you want to send an automatic weekly email before the meeting at 7:45...well right now there is no option to do this. You can send it at 7am or…
-
Workflow for After Hours Tickets
Hi all, I currently manage our support tickets smartsheet and live on east coast. I have a team member who lives on West Coast and I want to create a workflow to have any tickets submitted between the hours of 5pm EST and 8PM EST sent to him with a notification. Currently, I am capturing the date/time ticket is submitted…