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Maximum Number of Automation Workflows?
I scrolled though here and can't find something to job my memory. I think I had learned it was 50--is that correct? Would be awesome to have a Capacity Quick Reference sometwhere in the Community or Help page. I would bookmark it or print it out to save searching and asking. :) Thanks!
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How do I dynamically update a dropdown list?
I want to create a multi-select dropdown list with all future dates and this will be sent out in a form. Currently, smartsheet only offers a date selector with one max date. I was wondering, is there a way to upload values into a dropdown through an API? Otherwise, can I upload values into a dropdown from another sheet?…
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Building contingency into project plans
What is the best way to manage tasks that have a high degree of uncertainty in the duration? An example might be resolving a design problem – sometimes they are quick, sometimes they take a while. A previous software we used, allowed you to put in a best case and worst-case estimate for each task – effectively adding…
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Automation Condition
I have a form that captures user feedback and sends a summary every Friday for the previous 7 days. I would like to add a condition that if no new feedback was submitted the summary indicates "No new responses were submitted this week"
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How can I change the priority automatically based on a due date
Hi all, I have multiple rows of materials that need to be released before the due date, I have categorized them in Critical priority, Priority 1, 2, and Regular. Is there a way that smartsheet will automatically change the priority based on the due date entered if my team has not yet addressed the row?
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Automation Workflows don't copy over from Templates
It seems that when you make a new sheet from a template, the workflows contained within the template, do not copy over. Does anyone know a way around this?
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Multiple Sheets
Hi All, I have created multiple sheets and assigned different individuals to carry out their tasks in their own sheet. While I have set up the automation separately in the back of each sheet to move rows once certain criteria are met and move the sheet (Job) on to its next stage and next employee. I would like my original…
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workflow prioritization
I have a workflow where when an "owner" column is filled and a decision column is set to active it will move the row into an "active" sheet and on this sheet it checks if 3 columns are blank as at least one or all 3 need to be filled and moves it back to the original intake sheet if they are blank. This causes an infinite…
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Document Generation - Mapping sheet Data to DocuSign Form
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a…
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I need to do automation of a date change,
I need to do automation of a date change, Customer A ("Customer" Column) The set Value for customer A is 14 ( "Value" Column This could be set in another column manually ) ETD date set 31/01/23 ("ETD" Column ) entered manually Cut of Date ("Cut of Date" Column) 14/01/23 ( this date should be automated, EDT-Value=cut of…