-
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
-
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)…
-
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…
-
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…
-
How to Write IF Statement for a Symbol Column
I have a Symbol column that I'd like to auto-change to Green, Yellow, or Red depending on the date values in my Start, Finish, and Project Status columns. For instance: If Start is in the past and Finish is in the future and Project Status is not "Complete" or "In Progress", Symbol changes to Yellow. I really wish…
-
VLOOKUP or INDEX MATCH Referencing Another Sheet
I would like to pull "Type" from a different sheet by matching the Project #. I've used both INDEX MATCH and VLOOKUP formulas which has worked well! Here are the formulas: =INDEX({Program Intake Form Range 1}, MATCH([Project #]#, {Program Intake Form Range 2}, 0)) =VLOOKUP([Project #]#, {Program Intake Form Range 2}, 5,…
-
Is there a way to create alerts for non-specific changes?
I'm trying to create an automation that will send an alert when a certain value changes by more than 7. I don't just want an alert for any change, it has to be if the value changes by more than 7. Because of the nature of this specific value, it isn't really possible to have a helper column, at least not that I can tell.…
-
Uncheck Box
I have a formula that says IF(Date@row<TODAY(-14),1,0), to add a checkmark, but how do I add a formula that says once a next recurring date has been added to remove this checkmark.
-
Add "Remove" field in Automations of Attachments
Seperate out the value that feeds into "Changed" when there is a removal of the attachment keep the rest.
-
Automation Notification - Only getting notifications on app?
Hi All, I'm currently having an odd issue with a simple notification automation. Currently we have a notification that is sent to me when any row is changed. Starting today, when items are updated, I get the notification via the app on my phone but do not get the notification in smartsheet (sidebar bell on web) nor do I…
