-
Check button on form to check calculations prior to submitting the form
I am creating a end of day banking form to include all cash and eftpos transactions recorded currently in Excel. It would be great to have a Check button that checks all the calculations against a formula column to ensure it balances prior to submitting the form. If it is incorrect then it would produce an error and not…
-
Add a Project Number (not just a row #) to a Proof Invitation
In my current tracker, if I move a row after a proof invitation has been sent to someone, the row is no longer accurate. We have an automated project number for each project in the tracker so it would be great if this was attached to the proof invitation that goes out. It would allow us to move rows around without…
-
Daily Automations
Are automations set to daily, based on only EOD data or compile all the triggers and send together at EOD? I'm looking for only EOD data and now sure how to get only that in my sheet.
-
Connecting Automation to conditional formatting
I am trying to figure out a way to attach automation to conditional formatting. For example, I have 4 columns, with the last one being a checkbox or another standardized trigger. I want to send out a notification that a row has been added, only when the checkbox in the last column is clicked. I set that up already because…
-
Dynamic View Link Access for Non-Smartsheet Users
Hello, If I send a link to my contact list (using an automation workflow) of a dynamic view I created, will the contacts that that currently don't have a Smartsheets license be able to view that link?
-
Conditional Formatting
Enhancement Request to make text colored in automation emails based on conditional formatting, not on what is manually set in the cells.
-
Workflow weirdness - auto updating a Status
I'm experiencing something strange in a worksheet that has an item copied from one worksheet to another. The Status for the row that is copied into a worksheet is being updated to a "Work Denied" Status, but I DO NOT have any automation setup to do this. Is this a bug, or is there something I should check that I'm not…
-
Select a Destination Sheet Error
Hi all, I know this has been asked hundreds of times, but I cannot seem to find an answer on what to do when the Select a Destination window just displays an error message. I have tried everything from restarting my computer and browser, using a different browser and private window, and clearing all cookies. I submitted a…
-
Copy Single Cell to Cross reference sheet
We’re using a portfolio management tracker. When a dropdown field in the Regulatory column is set to anything other than “N/A,” I want to automatically copy just the Initiative Name, Regulatory Dropdown, and Owner columns to a different sheet in the same workspace. I do not want to copy all columns—only these specific…
-
Update Request sending individual emails instead of one link, even when time based
Hi all, I have an automation that sends me a daily update request for students that have appointments that day, so that I can enter dates and notes. Most days I have 6-8 students. I was (at one point) able to get it to send a mass update request. One link for all the students that had appointments that day. But this…