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can an automation change a cell value in the parent row?
hi everybody… I'm using an automation to "Change cell value" when a row is changed. The automation can only change a cell on the same row that was changed. Is there any way to set an automation to change a cell value in another row? Specifically, in the parent row of the changed row? Thanks in advance
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automatically apply =Min/Max of descendants formula to parent rows based on hierarchy number?
is there a way to make those 4 date columns automatically apply the min/max formula once hierarchy is changed to 2? converting to a column formula does not let me edit the white/blank hierarchy date columns. and i tried doing an automation workflow to change a cell value, and the date columns are not options (they are NOT…
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auto-populate date formula when column is checked
Hi All! I am looking for a way to add the date to a column when a check is placed in another column. I would want the date the check mark was added to the column. Any advice for the formula? Thanks kindly!
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Automation not working
We have an automation set up so when we create Projects in Salesforce, it triggers our Provisioning of new workspace. The Salesforce connector is working and updating every 6 minutes, but it is not pulling in any of the new projects we are creating in Salesforce. The automation is on, everything seems set up correctly. Any…
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How to set up an automation that is based on an if statement?
Hello! I am trying to set up an automation that changes a cell to "Complete - Pass" when four different conditions are meet. The way I am doing this is by adding and additional column that does a pretty complex if statement, and from that it either returns "Pass" or "Fail". =IF([QA Filter FAIL]@row = "Fail", "Fail",…
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Copy Rows Automation
Hello, I am setting up 2 sheets. One Master Sheet and the other - User Sheet. I am setting a copy row workflow automation so that every day at 5pm rows added to Master sheet are copied to the user sheet. Before i implement and test this, i am wondering: Will Smartsheet know to copy only rows added that day(masters sheet)…
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Merged: automated Archive
This discussion has been merged.
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How? Column Formula to Pull Level 1 Parent Task Name
Hi Smartsheet Community, Please see image of setup! I am trying to create a column formula for the column 'TEST' that pulls the name of the Level 1 parent task for each row. Essentially, I want every cell in the 'TEST' column to display the name of its Level 1 parent, such as "baseline estimate" or "estimate R1," depending…
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Sending automatic reminders for unanswered Update Requests
I am using Smartsheet with clients and they often ignore or don't notice Update Requests from Smartsheet. So they remain unanswered. Is there a way to automatically send reminders to people that did not respond to an Update Request? I'd love to be able to send a reminder every other day until the Update Request is…
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Report Creation tool within a sheet
One of my most frequent uses of Smartsheet is as an editorial calendar for a weekly newsletter. I create a new sheet for every month of the year. Exiting a sheet and creating a report is not too much of a hassle but, it would be nice if I could click a button within a sheet that automatically opens a new page that is a…