-
Automation is running but rows are not being copied onto corresponding sheet...
Hello, I have created an automation that will send a notification email and copy rows into another sheet when a box is checked to indicate that a cost center needs to be charged. In several tests of the automation, the emails were received but nothing has been copied over. I have double checked that the correct sheet is…
-
Send to Contacts in a cell VS Send to Specific People
I created a form and want mulpile people to be able to submit a request. Once the request is approved I want the person that send the request to recieved the notification that is was approved. The only option that I see is " Send to Contacts in a Cell" and "Send to Specific People". I don't want everyone that submitted the…
-
Auto Generated Number formula based on value in another column
I need help with a formula: Need auto-generated number based on: If value in "type" column is "Type1", auto-generate number in column "number" , otherwise, leave blank Cannot use Auto-Generate number column because of criteria Can make column formula to ensure auto-generated number is in new and existing rows
-
Dynamic view and Automation
Forgive me if this has been asked/answered before, but I cannot find anything helpful and Support was not at all helpful. Can I use Dynamic Views in combination with conditional logic in Automations? For example, is a user has a dynamic view that shows 20 rows of data, but there is an automation that I want to run…
-
How do I fix this workflow delivery error?
Hello, I have been receiving numerous emails about Workflow Delivery Alerts which say that some of the email addresses inside cells are currently not being notified and if I want them to receive notifications, either A) share the sheet with them or B) change my automation permissions. It only relates to automations where…
-
Automating Copying/Updating NON-BLANK Cells From One Sheet to Another Using a Unique ID Cell
Hey Everyone! I'm trying to set up a form of automation that's quite a bit more advanced than anything I've done in Smartsheets before and can't seem to find a solution. I'm admittedly pretty new to the advanced functions of Smartsheets. In this scenario, I am using a form to evaluate skills of field engineers. The…
-
Can Smartsheet automatically push a date on to a Thursday?
Hello. I thought I’d found the answer to this in a forum a while back, but the answer on there didn’t work for me when I tried it – I’d like to know if there’s a code/formula for Smartsheet to check whether an End Date (publication date) falls on a Thursday and for Smartsheet to automatically move the date along to the…
-
Looking for ideas to improve my current daily process re: managing references
Hi all, This is a very open question to see if I can get ideas from the community to improve my daily morning process with Smartsheet. Apologies for the lengthy question- this is outside of my usual very specific help request. I'm responsible for our Company's data; in the property insurance- independent adjusting world.…
-
Can you automate 2 requests for update in same row?
I am trying a workaround to ensure stakeholders are completing all the fields in a request for update automation. We have two party's that need to fill out the same row. I created a form with required fields for the first party. Then I created a workflow so that when a trigger is met from the form, a request for update is…
-
Expiry for Update/Approval Requests - Automation
The ability to have update/approval requests expire and become inaccessible after a certain date. An expiry date will also allow for the automation of reminder of request. There are times when an update/approval is needed to reach a deadline. The sheet user must manually delete the request on the row to avoid changes. If…
