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Placeholders in Automation Message not recognizing column name
I am trying to create an automated update request with placeholders {{ }} to make the messages more useful as the sheet has many projects on it and the receiver would not immediately know what the message is referencing without the placeholder information. Most of them work (Owner, Project Info) as you can see here:…
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How to send automated email notifications only once
Hello, I'm trying to have an automated email notification send only once, once a criteria has been met. Currently, I have the automation emailing a notification to a contact once a certain field = 1. It works, however ideally this automation would only send ONCE, as soon as this cell becomes "1". But it keeps sending…
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Calculating average time spent in each phase
I am looking to create a sheet that moves through our 5 stages of work and how much time is spent in each phase. What is the best way to go about this?
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At Risk Formula that utilizes end date and status columns only...
I am stumped. I have tried various formulas only for them to error. The closest I have come is the following but I am missing pieces. =IF([End Date]@row = "", 0, IF(AND([% Complete]@row < 1, [End Date]@row < TODAY()), 1)) BUT... I need it to do more: I need it to NOT USE % Complete I need it to flag at least 14 days prior…
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How to use multiple IF and AND functions for symbol formula
Hello Everyone, I have a basic project sheet with Start Date, End Date, % Complete Columns. I would like a formula for Symbols to do the following: Gray = If todays date is less than Start Date Red = If todays date is greater than due date AND % Complete is less than 100 Yellow = If todays date is less than due date AND %…
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How do I override a row in a secondary sheet when the info is updated in the master sheet?
I have a Master sheet where all of the data is stored. I also have other secondary sheets that have just the applicable columns for those groups of people. When I update a date or cell in the master sheet, is there a way to either just update that same column in the secondary sheet with the new info or copy the entire row…
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Can I use DataShuttle to consolidate data?
I have many files that are formatted the same, but contain different data. I would like to use DataShuttle to consolidate the data into a single Smartsheet spreadsheet via an Upload Workflow. I simply want the data from each uploaded file to be added to the target sheet. Is this possible? Here is the process that I am…
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Automated Data Export
Hey All, I have a problem that I have been struggling to find an efficient solution for regarding how to routinely get form data out of smartsheets. I am hoping for ideas, advice, and/or secure tools that you all may know of to help with that. For context, below is my current issue/goal and what I think is the best…
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How to troubleshoot workflows deactivated due to an infinite loop?
The system notification that I get is not helpful at all. How do I figure out what I need to change to make my automations work?
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Jira Integration - follow Row across sheets
I have a workflow for my team that uses 3 sheets. All requests come into the 'Intake' sheet using the Smartsheet form. Once approved, those rows are moved to the 'in progress' sheet. Once completed, those rows are moved to the 'completed' sheet. I have certain requests that require I engage a separate team which works out…