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Merged: Automation / Action Copy Cell Value to another Cell in Same Sheet
This discussion has been merged.
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New Alert: Attachment view/download
I see that the activity log indicates an attachment was downloaded whenever it is viewed or actually downloaded. It would be useful to be able to set an automation alert that triggered whenever an attachment is viewed/downloaded. This would help address some security concerns with tracking who has downloaded what. Perhaps…
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Dashboard Chart Widget Colors Automated?
We have a dashboard with lots of charts that show green, yellow, or red dependent on status from the source report. Ran into an instance today where the series was labeled green, but was showing the red harvey ball (meaning that our dashboard was reflecting 17 red projects instead of the correct 17 green). In a hurry, I…
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Can you assign a random value based on a list?
I am trying to automate the task of assigning a person to an assignment. Users can submit a form, which generates a row on my sheet. The row then has to be manually assigned to someone to complete it. There are no values that can be used to really assign it to one given person- these are submission for setting up new…
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automated sending of attachment
Hello Community, I have created PDF's from data gathered in a form. I want to send the PDFs back to the contact (a column in the sheet) but I don't want to send links to the sheet. Is there any way to do this in automation. I realize it can be done manually. Thank you, PeterL
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Avoiding (email) notifications if assigned to = modified by
Hi all, I have set up a market research project plan with around 60 tasks. Each task is assigned to specific person(s) (could be multiple). I have a workflow where they 'assigned to' contact receives a (email) notification if the row on which he/she is 'assigned to' is changed. However, I only want them to receive (email)…
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We are attempting to make a column from 1 sheet auto fill onto a second sheet and add new rows
We are making a database. We made a sheet for this (AllJobs3) and are attempting to have this sheet pull the Primary Column from a master sheet (All41). We only want the primary column as the database doesn't require all fields. We have been messing with INDEX(COLLECT), INDEX(MATCH), & VLOOKUP but we cannot seem to get it…
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Smartsheet Automated Emails changing custom subject line
Good Morning, I've have several workflows setup to send out emails that are triggered by dates. I'm using the Alert someone and I have setup specific subject lines in each out these, based on the time frame of a requested completed date. This morning, I received a "Reminder: Smartsheet Name" email that was sent to all who…
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Copying rows, but without automatically adding every single column into the 2nd sheet
I didn't see a discussion about this with a quick search, so here goes: When I copy a row from one sheet to another, the 2nd sheet automatically gets updated to include every single column in the original sheet. This is a real hassle when I have 220 columns in the original sheet, but really only want 40 or so of them in…
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Nested IF Function using Harvey Balls
Hi SS Community, I have the following nested IF column formula . The formula works properly through the "Red" part, but once I attempt to type DECLINED in the "Revised Final Date" column, the formula returns #invalidoperation. What can I change in my formula to show a Gray Harvey ball when I type DECLINED in the "Revised…
