-
Automate smartsheet data
Hi all, my first post on here We use smartsheet in our business for data and daily workflow. We manage dozens of employees who are getting assigned to do offline tasks, (they are not using smart sheet), usually with a client. We use smartsheet to collaborate between the managers, and we have the data in the sheets, but I…
-
Linking Workflows
I'd like to see a feature where I could make a call out from one workflow to an existing workflow. Due the current limitations within the existing workflow feature, being able to "link" different workflows together will allow for more complex automation such as nested if, If/then/else, or automation of multiple field…
-
How to use Data Shuttle Expressions
Hello everybody, I hope you are well. Could you please help me understand how to use Expressions in Data Shuttle? I have watched the webinars, and help pages and I can't figure it out. I don't have a use case specifically but let us say I would like to add an expression that looks at a date in the origin file and then…
-
Automating Start Date
Hello, In my sheet I have a "Start Date" column that I would like to automate. In a separate status column I have a drop down option that includes, "Not-Started", "In Progress", "Completed". Once the status column is switched to "In Progress" I would like the Start Date column to automatically post the current date. Once…
-
Change cell value automation not triggering automoatically
I am trying to change copy a cell value when another condition is met. The workflow I have setup works if I run the workflow manually but it doesn't trigger automatically. I am clicking save and refreshing etc. The only way it works is to do it manually. This isn't an option as I will probably have 50 of the same…
-
Is there a way to auto-generate an MOM (Minutes Of The Meeting) type of sheet/report from your WBS?
I'd like to know if there's anyone here who has tried generating an MOM (minutes of the meeting) directly pulled from your WBS? The intention is for PMs to prevent doing duplicate work, one is updating their WBS, then another sheet or document type for their MOM. Appreciate anyone who can share their experience and best…
-
Copying a row without sub-rows
I'm trying to easily capture completed project data by copying a single row's data to another sheet so I can run reports off that new sheet's data. HOWEVER, the automation to copy rows copies all the indented rows with it... I'd like to just copy the data from the single row. Is that possible? Does somebody have a…
-
Merged: Attachment & comment Inclusions on email alerts even when added days before the trigger…
This discussion has been merged.
-
Automation to send Alert "Hourly" results in error
I have asked for an Alert to be sent Hourly each time a new row is added to my sheet: but when I hit Save I get the following error: I did click on Learn more which tells me: "There are some tasks you can’t do with hourly, daily, or weekly workflows If your workflow is set to Hourly, Daily, or Weekly, you can’t use any of…
-
No Sheet Title in Workflow Messages/Update Requests
I noticed that when I create a status update workflow with a custom message, the message comes through without any reference to the sheet. This means the recipient won't know which project they're providing a task update for. Is there an automated way to include the sheet title in the custom message?
