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How do I pair things on the sheet with the same request # if they come in at different times?
I have a request sheet. This sheet is used for product launches, the goal of the sheet is to be able to request multiple days to launch the product . Some times these requests dont come in at the same time from the same person. This means that person A can make a request . Then person B can make a request, and If A makes…
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Recurring workflows based on date field in sheet
Hi, currently my options are - run once from a date field and run recurring based on a specific date but it would be really helpful to be able to initiate a recurring workflow from the date populated on a row. I have investigated some of the community suggestions for helper columns but I have up to 6 actions on a row that…
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Change "End Date" based on status change?
Hello, all! Is it possible to change the "End Date" column based on when someone completes a task? Sometimes my team finishes a task on time. Sometimes it's a few days late. Sometimes (like today), a person finishes nearly a week early! Of course, if the end date is off, that messes with all successor tasks. We're doing a…
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How to change automation of a form to notify the person who filled out the form whenever a change...
Is there a way to set the automation on a sheet so that the specific person who submits a form, gets an email back when a change has been made to the row? I am trying to create a request for time off form. An employee can submit the form which flags management, then management will select a drop down for approve or deny in…
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How to count total number of times a value appears in cells with multiple values.
I have been trying to find a formula to use that will let me count the total number of times a day appears in this column. I would like to ultimately put this info into a graph on the dashboard. Is there a way to do this? I have tried using the COUNTIF with CONTAIN and I haven't been able to figure it out while on a…
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Allow display of destination sheet full name in the Edit Automation dialog when moving copying rows
This is a simple request to allow visibility to see or display the full name of the destination sheet in an existing automation. Here is the use case: 1) I have created an automation whose action is to move or copy a row. 2) The name of a destination sheet that is selected is longer than what displays in the Edit…
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Editing the Auto-Message Form (Approval Workflow)
Is there a way to remove fields from the email request when setting up an approval workflow? Right now the approval request displays all the fields from the sheet and I would like to only display the fields the approver would need to see.
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Getting trigger itself error in Smartsheet
Hello Everyone, I hope you had a great New Year! I have one (Source) sheet in which data is coming from Google sheet through data mesh and based on certain conditions it will transfer to the specific sheet. Once the data is added to the sheet and the team feels the information should be on another sheet I have provided a…
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When sending an automated email, is there anyway I can pick which order the customized fields go in?
Each time that I try to put certain fields from the sheet into my customized message in a certain order, it keeps changing it to something random.
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Automation not obeying conditions?
I have created an automation to send reminders for an Actions Log. The workflow is as follows: Run every day at same time If "notify" field is checked Various date conditions, eg due today, due yesterday, due tomorrow Send email depending on branch selected in (3) Not all of the action items have the notify field checked.…