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Automation: change cell value to a date when triggered
Hello, I was wondering if it is possible to approach it differently since 'change cell value' to a date is not possible, it is only possible with columns: text/number, dropdown and checkbox in my case. I wanted to have an automation when a person which could be one of two following: contractor or permanent and I want it to…
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Merged: Add Attachments to Automated Email/Workflow
This discussion has been merged.
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SmartSheet Proofing of dozens of files
Is there a way to bulk submit a few dozen files for proofing? Typically, this would be PDF engineering drawings. I want to start doing this within SmartSheet, but don't want to do them one at a time. Alternatively, can an automation be configured to copy the file for proofing and submit it to a group or group for review?
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CHANGE CELL IF CRITERIA ARE MET
Hello, I have two sheets, the blue one is (Sheet 1) and the yellow one is (Sheet 2). Sheet 1 are data that I got from a form, which includes the date schedule slot and timing. Now, I want in Sheet 2 to show if the date and time is chosen the status in Cabin 1 - Status is not "BOOKED" not Available. How can I do that?
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Workflow Automation Not Applying to Child Rows
I'm sure I'm missing the simply answer here, but my automation is set up to check a box and turn a row red when a due date is within the next 7 days. It works, but only on the parents rows. I need it to work on the child row tasks. I would prefer if there was a way for it to ONLY work on child rows, but I'll take an…
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Item Request
Hello, I am creating an item request/reservation form for check out/in of a limited number of headsets, 6 items. I am trying to determine a way for the sheet automation to look at the date a headset is requested and send a confirmation if that date is available for one or a denial if all six are already reserved for that…
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Dynamic View Automation or anything that could help me in Smartsheet?
Hello, I’ve been using Smartsheet for 5 months and have a question about creating personalized views (Dynamic View) for each of our 300+ customers. Each view will have identical columns but different rows of data. We plan to have each customer create a Smartsheet account for individual tracking. Is there a way to automate…
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Background auto-refresh a sheet as frequently as every minute.
This might be my first real contribution to this community, but I think I have had a breakthrough with respect to background auto refreshing a sheet. I've seen the common solution of utilizing a workflow to trigger a daily update of a date column, but the challenge has always been that you are obviously limited in how…
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CHECK BOX IF TWO CELLS MET THE CRITERIA
Hello, as you can see, I have a form and if a employee selected a certain date and certain time, what is the formula to tick or check the box on the circled part of the picture. Please share with me the formula. Thank you
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REMOVE IF SLOT IS TAKE
Hello! Can we remove a time slot in the drop down on a specific date if it is taken. Below is an example. For example if someone Booked - Dec. 31, 2023 - 9:00AM - 9:20AM, can we automatically remove that from the drop down list since someone booked it? What are the ways?