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Hello, I've searched for this a few times but cannot find a solution that fits what I require. I am trying to update a status column to show 'Being Reconciled' when a date column is in the past. The automation feature doesn't seem to work unless rows are being manually changed. I've created a helper (=IF(TODAY() >…
I have a form created where a manager will go in and enter a task and assign it to someone. I then have an automation where when a new row is added to alert the person assigned. Would it be possible for that automation to come from the manager that assigned the task via the form? Or would I need to have another button such…
Hello! Basically, I have an automation set up to send anything that is on Backorder (when B/O is checked) copy it from my "Open Orders" sheet to my "Backorder Clip" sheet. I have two questions regarding this. How do I set a formula that will apply any changes made to my "Backorder Clip" sheet rows will automatically update…
Hello everyone, I'm currently a student studying at Montana State University and I use Smartsheet to help stay on top of projects at work and at school. When not studying I like to get explore the outdoors with my wife and stare at bison (from a distance). Does anyone have any experience using Smartsheet with multiple…
We are using form to create performane data per robot per run ( input can be few times a day) I need to start measuring daily avereage for their performance seperately (1 called North 1 called South) but can't figure out formula for it and then I'm assuming creating a chart would be straightforward? but not done it before…
I am attempting to set up a workflow sheet between operations, sales, and owner. The idea would be to have master sheet where information is fed to it through multiple sources. Once the master sheet has all of the data needed it would then feed to sales and the owners to give them a snapshot of their work. Is it possible…
Hello! I have an automation that sends "Complete" Parent columns to a new sheet (my "Closed Orders" sheet). I also am setting up a formula for when all Children status' are set to "Complete" it automatically switches the Parent row to "Complete". What I am wanting to do is send ALL rows including Parent and its Children in…
Hello - We have a simple ticket system and if a ticket request from a form comes in after 4:00pm, we don't start the ticket until the next day. Case: Form Entry happens at 2:30pm on 07/27/23. Start Date column should read 07/27/23. Form Entry happens at 4:30pm on 07/27/23. Start Date column should read 07/28/23. So we want…
My question is when working with an outside party that will need access to my smartsheet, should I share my sheets or add him as a user on our company Smartsheet account? He will needaccess to see our automations,etc.
