-
Can't see hidden fields in a current form.
A former coworker created a form and it's time to create a new one with new information. The old form clearly has hidden fields but don't show on the form when I try to edit it. I want to be able to use these hidden fields in the new form but can't see how they are being used currently. How do I see them in the existing…
-
Can you run an Automated Workflow on a Dropdown List?
I have a dropdown list and I want to run a workflow off of it so when one option is selected it notifies a user. When I select that column in the Automated workflow, I don't see the dropdown options. Can someone help point me in the right direction? I have used Automated Workflows for years and seems like this should be…
-
How can I auto-generate a report from a template?
Hello! I have a template that I use for new clients, and I'd like a report that generates for each new template I create - specific to that template. What I'd like it to look like is: A new copy of Sheet Template A is generated in Workspace X - we'll call it Sheet X A new report is automatically generated from Report…
-
Project status synchronization between 2 sheets
I have 2 sheets (2 project trackers) and need to present the status in a "master" tracker based on a data from the "slave" one. The problem is that in the slave there could be couple (even 20) rows that are connected to the one project in the master file. They are connected via Project Name column. I need to somehow merge…
-
How to get Automation Email to work
Hi, Ive been trying to get an automated email to work since last September and had to give up back then, although thanks to Andree I made some progress and thought I had it fixed. I enabled the automation for the first time this month after a couple of trials to myself and it doesn't work again. Smartsheet support are no…
-
RYG ball to determine priority involving multiple dates
I have a sheet that lists all active contracts for my department which all have expiration dates. However, I am struggling with this sheet because in all calculations I need to consider any extension dates. I do fine with calculations when there is one date involved but when I need to write them to incorporate two and…
-
Document Builder - Generated Document to pdf. or word file
Hello Smartsheet Community, My team and I have identified Document Builder as an applicable tool to use for how we write up Standard Operating Procedures. We have built out a form that captures the high-level information, which then runs an automation using the submission data to generate a template for the author to then…
-
Allow "Move Row" or "Copy Row" to run on a time basis versus only "when triggered" for automation.
Recently ran into a hiccup where a "Move Row" action did not fully complete when an automation was triggered again and resulted in rows stuck unable to move to another sheet. I reached out to support and was advised to update the timing of the workflow to a time basis to prevent the issue from reoccurring. I tried to…
-
Formula to move over one cell
Hi there! It looks like there's not yet a solution to move over columns/selected data from one sheet and merge it into another. However, I was wondering if I could move over one cell from sheet 1, based on an update in Sheet 1, into a cell in Sheet 2. Sheet 1. Approved Column is updated to "Yes, Approved..." Sheet 1.…
-
Time Triggered Automation with Conditions
I have an automation that is triggered twice a week. I have two conditions that need to be met, and if those aren't met, the automation still runs, but in the email, no rows are sent. I'd like to be able to set up an automation where if the conditions aren't met, a different alert goes out. When I first attempted this, I…
