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Can i move child rows to another sheet and copy the parent row across too?
At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this that adds 3 new rows under each parent row once a new quarter begins.
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percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
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Automate reminders for Update Requests
I would like the ability to automate reminders for pending Update Requests where the user has not yet responded. When the user submits the update request, the reminders would stop. Ideally it could be built into Automations to select pending update requests and send a reminder after X days or within X days of a due date,…
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Automation Help: Regarding Proofs
I want to record a date, when certain people approve a proof. When I set up a proof I am inviting several people, however, I need to record a date when a specific person (technically it could be 1 of 3 people) actually approves the proof. I have the {Proof Approved By} column (and as everyone approves their names appear in…
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Any Issues with Automations Being Slow or Not Being Triggered?
For the past three years, we've been using Smartsheet boards, with one board dedicated to managing our production workflow. Once a job is completed, we remove it from the board to make space for other active tasks. This main board also triggers an automation that copies metrics from the primary sheet to a tracking sheet.…
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Automatisierung
Hallo zusammen, die Automatisierung läuft gerade sehr schleppend. Ist ein allgemeines oder nur mein Problem? Auf dem US Server scheint es Ende Oktober ein solches Fehlerbild gegeben zu haben. Beste Grüße Uwe
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Merged: MORE SORTS ON REPORTS
This discussion has been merged.
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Formula or Automation Help
Im looking for the best way to set up this formula/automation (whichever is best): I have multiple columns collecting different contact names by title from a form: I need a formula or automation, that when "Admin Reviewer" = yes, then it takes the contact in "Project Admin" and adds it to another column titled "PT Proof…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Systems and Services subscription renewal dates
I have a sheet which tracks the various systems we use and their monthly & annual subscription charges. We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly). A notification email would then get…
