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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"…
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RYGG ball and task status formula based on % complete and due date
Hello! I am working on a column formula for a project plan where the RYGG ball and Task Status will automatically be updated based on the % complete and the due date. What I'm trying to solve for is: if % complete = 0 and start date is today or in the future, then stage is grey and status is "not started" if % complete =…
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Auto populating Rows based on the number in the Qty box
Hi. Is it possible to auto populate rows based on the number I have in my QTY cell? I want when I enter a 3 in the QTY cell it automatically copies and adds those three lines. I need each of the in this case branding # to have their own lines and I do not want to have to put in all this data. Sometimes we have up to 100 or…
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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers 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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Alert Someone Notification Failing
Good afternoon, I created a sheet that includes an automation to "alert someone". It is configured to send an email to two distribution lists at 8am when the date is 1 day before the date of the column "Date Arriving" in this sheet. The automation works perfectly when using my Smartsheet login's email as the one being…
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Start date for alert - send on the last Wednesday of every month
Hello, I need to send an alert out the last Wednesday of every month. This is the easy part because I use the 'repeat' and 'repeat on' selection in a custom recurrence. My question is when to start: do I start on a last Wednesday? ie. start today 4/24? Or is the start date irrelevant, because the automation knows it should…
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Automation Email Alert Issue - Grouping Notifications with Unique Subjects
Hi everyone, I've been experiencing an issue with an automation setup and was hoping to get some insights or solutions from the community. Problem When I configure automation to send an email alert to a contact after a trigger change, the system groups email notifications together even though each has a unique value in the…
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Automate Linked Cells
I have an issue that I've seen in other discussions but I have not been able to figure it out for my situation. I want to automate the process of linking cells from one smartsheet to others. I will provide as much information as possible below. - We have a master sheet, "Project Dashboard" with about 15 columns where I…