-
SmartSheets as Project Tracker-Too many manual steps. There has to be a better way
Buckle up. This one's a longread. TLDR: Skip to steps 5, 8 and 9 on this list. I've been using SmartSheets over the past month or so to replace my project management / status trackers. I like the automations (mostly) and that it seems fairly easy to use. It seems like it has some problems that I find very surprising and…
-
Automation: Copy Row to Another Sheet
With automation, I am able to copy rows from one sheet to another based on certain criteria. When this happens, the rows are added to the bottom of the destination sheet. Is it possible to place the rows in a certain place within the document, without manually moving? The goal is to copy 4-5 tasks that need to repeat…
-
Can I create a notification that has multiple contacts in one email.
Looking to create an automation notification that creates an email with multiple contacts on the same email. Such as adding contacts to the cc line of the same email. To allow the contacts to contact each other in the same email chain.
-
Automation for Sending an Attachment
I have a SmartSheet where some rows have attachments and others do not. I would like to check a cell on specific rows and have SmartSheet automatically send an email to the contact for that row with a copy of the .pdf attachment for that row. Specifically, I have a column entitled "send to contact" that can either be…
-
Dynamic View won't let us choose a drop down item in the details panel
I have a dropdown list of a few statuses that I added to our details panel. It worked yesterday but now isn't. An error populated once that says 'you have invalid changes. Please review and try again' but now that doesn't populate- it just won't save.
-
An automation alert if a blank report is uploaded via Data Shuffle
Hi, there are occasions where a source excel file will not have a data within. I'm trying to build an automation to alert myself if this happens: I'm trying to force the notification and its not working. I'm guessing because there is no trigger because the rows themselves haven't changed. Any suggestions please?
-
Is there a way to perform addition to an integer via an automation, workflow, or a formula?
I have a worksheet that tracks yearly tasks for technicians for potential raises or to track areas of focus. The problem: I need to track how many years a technician has met all the yearly checks. If they do then we want to perform add 1 onto their [Years Complete] value. [Current Year Potential] is a basic formula that…
-
Is there a method to determine which automation generated email?
I am receiving automation email, however I can't determine which automation created the email. I need to make corrections to the email. Is there a method or a clue within the email to determine which automation created the email?
-
Automation erroneously triggered
My question is how can the ZZ 10 Day Indicator col (see below) become starred if the Package Complete Date column and the ZZ Completed 10 Days Date is not populated? When this is starred it moves the row t an archive datasheet - and in this case it moved it prematurely, erroneously, and I can't for the life of me figure…
-
Transfer attachments between sheets
Is there a feature available to set up a workflow rule that triggers when a new attachment is added to the source sheet, the rule would then automate the transfer of that attachment to another sheet?
