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Formula to pull the Fiscal Year from a Launch date
Hello! I'm looking to pull the Fiscal Year in a cell based on the launch date in a different cell. Our FY starts on 04/01 of the current and ends on 03/31 of the following year. I need the formula to determine if the FY is the current year, the prior year, or the next year based on the launch date. For example, 04/25/2024…
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Automation copying values from other cells
Is there a way to create an Automation that when some criteria is satisfied (like status is In progress) and I update one field with the data from another field in the same row? let me explain, I want to automate the % Completion bar progress with the actual % based on the time consuming at today's date. So every day, or…
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Automation
Hi All! I wrote a Python script that will run an update to make changes when a form submission is added. Works great, however I have to manually run the script. I know you can use a scheduler to run, but I need the automation to trigger when form is submitted. I do not have a server and from what I have read, Flask and…
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Saving files attached to Smartsheet rows out to Sharepoint folder
What is the easiest way to take files attached to each row in a Smartsheet and save those files out to a sharepoint folder? I know you can download them all and then go to SP and attach them, but surely there exists an automated way to move the files without ever personally touching them. Bonus if I can do it when a…
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Copy automations across sheets
It seems incredibly bizarre that automations cannot be copied across sheets - this is a huge pain at the enterprise level where permissions are sectioned by sheet ((i.e. Markets) but automations are needed for the global team. Creating every automation is a massive issue.
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Error Message: "Rows cannot be added to the destination sheet..." for my Copy Row Automation?
Hello All, How can we fix this error? The only change that was made was to the destination sheet and it was to change the owner from one person to another. Would that have anything to do with it? Here is the error in my workflow: Thanks! Ryan Holguin
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Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
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Can I use control center to add a start date to a project with dependencies?
We use control center to provision new projects. Our work plan template has a predefined project schedule using dependencies. Row 22 (after the navigation and summary rows) is "Manager set schedule", and is automatically assigned to the manager from the project intake sheet. The intent is for the manager to adjust the…