-
Date minus # of days to get new date
I am trying to have the Drop Dead column subtract 42 days from the Final Confirmation Date. I have the Drop Dead column setup as a Date Column and have tried doing this formula, but am getting an "Invalid Operation" error. Can anyone tell me what I am doing wrong? And thanks in advance.
-
How to Format Salesforce Date in Smartsheet for 30-Day Archiving Automation
Hi there, I have a sheet that pulls in Department Events via Data Shuttle from Salesforce. The issue is that I want events to archive off the sheet after 30 days. However, the date format coming in looks like this: 2026-03-16T00:00:00. Smartsheet automation doesn’t recognize this format. I tried creating a helper column to…
-
Automation not sending emails
I have an automation set to run once a day. The sheet has two fields that are used that if checked it creates a PDF and attaches it to the row. This automation works great. The automation to send an email and attached the documents is not working. The email goes out and is associated with the correct row but the…
-
Assigning people to day task based on roster rotation and OOO calendar
I would like to automatically assign staff members to day tasks based on a team roster rotation, while accounting for out of office days. Every day, I may need 1-10 people assign to the day task. Is there a good template for such an exercise?
-
1 master report linked to multiple other reports
Is there a way to have a master report that is pulling in the data from all of the necessary sheets and then several minor reports off this one where certain rows can be shown in certain sheets? The reason for this is because as projects get created in the workspace the admin then has to go into 5 reports and link the new…
-
Merged: Elapsed days as Duration with Normal days or weeks as Lag
This discussion has been merged.
-
Automation of Weekly Updates
Hi all, I have a Smartsheet that I use to track multiple document requests for multiple clients. I need to provide updates to client contacts (sometimes more than one, and they may have more than one client connected, but the updates should be by client) that are connected to each client on a weekly basis. I'd love to…
-
Inquiry on Smartsheet API update Requirements by this June 3rd.
As per the mail sent by Smartsheet team (June 3rd Deprecation), we verified that below API end points were not the part of the provided deprecated APIs. But cross verifying again, please help us to verify the impact of the below end points. a.Get Sheet – GET /sheets/{sheetId} b.Rename Sheet- PUT /sheets/{sheetId} c.Copy…
-
Automation Infinite Loop Error
Hello, I created an automation so that my Status column automatically changes when my % Complete column changes. Basically, the automations are the following: If % Complete = 0% then Status = Not Started If % Complete > 1% and <99% then Status = In Progress If % Complete = 100% then Status = Complete My automation runs…
-
Automation Change Cell Value not working, but working when Test run
I have a Checkbox (Flag) which should change the Value in a Drop Down List to specific Value, which is with formula then referring to shorter Offset days according to a supporting sheet. When I do a Test run of the Automation it works, but when I manually check the Box, its not changing the Cell Value. INDEX(COLLECT…