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Communication Log
Much like the sheet Activity Log, a log of communications sent out via the sheet would be very helpful. This would give sheet owners/users the ability to easily pull communications sent either via automated workflows or manually from the sheet, when individuals claim to have not received such communications. If an…
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Automation on WHO made the status change
Hi, We have a sheet that has over 1000 rows. There is a column "Status" that has many options to choose from. Is it possible to have an automation that will go out once a day to me with all the status changes and WHO made the changes. I know we can go into the cell history but that will be a lot with all the changes…
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Why am I being told "Workflow timing is unavailable" when I try to set it to daily?
Trying to make this automation run daily, but it's saying I can only set it to "When Triggered" but I can't figure out why. It's just a simple alert workflow. Any ideas?
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Having trouble with a workflow
Hi! I am having trouble getting my automation to function properly and need some help troubleshooting. I have 2 sheets, A and B. I have one automation that sends a copy of a line from Sheet A to Sheet B based on a drop down selection. This works fine. I tried to set an automation on sheet B that impacts the same line…
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Automating Start Dates and End Dates within a Project Plan
Hello there! How do I automate or create formulas to predict start and end dates for a project plan / timeline in Grid view? We have four stages - Planning and 3 to 4 different Creative Asset delivery dates for 4 departments. Look forward to your guidance here!
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Consolodating rows with the same primary column
My company is looking to replace an Excel spreadsheet that we use to record the results of an order report in SAP. The problem we have is that SAP populates each order by the lines on that order. So for example; if an order has 8 lines on it, it lists that order 8 times with the quantity of each line rather than showing…
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Alteryx to Smartsheet
Is anyone currently dumping data from alteryx into smartsheets? I would really like to be able to do it. Currently I am outputing to G.S. and then pulling the data into smartsheets via Data Shuttle. It works, but I'd love to cut out the middle man.
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Linking data by Primary Column
We track data for customer accounts in a couple of different categories. This inevitably means that some customers (not all) appear in both data sets. We spend some time ensuring that the data entered is consistent across both, but this is a manual check. It'd be good to be able to 'link' data between sheets conditional on…
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Why can't I use hourly, daily or weekly on this automation?
I'm trying to make a daily notification for the automation below. But it won't allow me. Can someone provide ideas of what I'm doing wrong?
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Automation - Moving rows and changing cells
I am creating a sheet (Hire Sheet) that will list our field employees along with their hire info. On this sheet, I have a column named Term Date. Once a term date has been entered, I'd like the row to be moved to another sheet (Term Sheet). I have that sheet created to have the same column names as the Hire Sheet and also…