Automations
Discussion List
- I am fairly new (yet familiar with the possibilities available) in Smartsheet. I am in the process of creating a tracking form for my job to see anytime a device is in use and which employee is in pos…
- Hi All - I am new to Smartsheets and I'm attempting to teach myself as I go. I created a sheet for every department that also has a form attached with specific questions to be answered. Department man…
- Hello, I am trying to implement an update process for our Staff Forecast Tracking Data Input sheet. For each project (grey rows), I would like to assign someone to update all the project staff's LOEs …
- I want the user to see rows that are assigned to them only.
- Hello, I'm having an issue importing email addresses from dataShuttle to a contact list, and using automation from this column. When I set up the automation triggers, it won't send to the emails in th…
- Starting with the basic of, how do I populate from one sheet to another while adding a running total? The next layer to this is, how can I get different sub sections to specifically populate into anot…
- I am trying to create an automation so that when the parent row is marked as complete, then the parent row and all of the children move to another sheet. I am just not able to figure out how to set th…
- Help please! A teammate turned on Resource Management on a critical sheet for our day to day operations. This seems to have trigged automation that archived all rows. While I can see the rows that wer…
- Hi there! I am working on building out a project plan template that we will use for onboarding. There are multiple branching paths and decision points that need to be made throughout the process, whic…
- Hi all, I'm sure someone has encountered this but I'm curious if anyone has done anything with setting an entire project "On Hold" so that it reflects in the rollup sheets/dashboards. For reference, w…