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seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop do
Hello, I'm seeking to establish a cross-sheet workflow to transfer a cell value to another sheet when a drop down option is triggered. I have tried the row transfer workflow but it transfers the entire row, when I'm only seeking to transfer a select cell value in that row when triggered. Any assistance would be greatly…
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Task Summary Email - Order Tasks
I'm trying to create a summary email that goes out to our entire team that shows three sections: Overdue Tasks Due This Month Assigned This Week I'd be fine with just a simple table under each header, showing the matching tasks. When I try to create an alert, it looks like I can use brackets to pull Task info into the body…
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Configuring multiple sheets to all update each other in datamesh
Hello there, I am trying to configure datamesh to work between a parent sheet and its children. I have a master sheet with like information, and an automation that copies rows to child sheets (which all contain the like information and additional information based off of departments) and am trying to link the like…
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Survey Form Automation & Teams Integration
I've created a form for the HR Dept to collection employee appreciation submission. They want all submissions posted to the Team group. I was able to complete all the required ask except I can't figure out how to remove the link <GK Shout-out Submission Form> at the top because they don't want anyone to have access to the…
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Copy/Move Attachments between sheets
I am currently using DataMesh to copy data from one sheet to another and wondering if anyone has ideas/options on how to get attachments copied over to the new sheet as well. I can't use the copy row feature because there are a number of rows on the original sheet that are unnecessary, and the column names are different on…
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Automate label/ name addition in primary column
Hi, am new to Smartsheet. Right now I'm using Smartsheet to monitor a project on a weekly basis. I have 3 levels of label in the primary column - 1st : Project Title, 2nd Week label (Week 1, 2 ....). 3rd level is the actual activity with start, end dates, with dependencies. The date range within a week marker is based on a…
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Edit destination sheet when changes are made to a source sheet
My organization has multiple divisions working on several projects, so each division has their own project management sheet to track project timelines, tasks, budget, etc. I was hoping to have each division's sheet automatically update into a larger organization-wide project management sheet so our executive leadership can…
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Drop Down List assigning a score
I am trying to figure out the correct formula to execute an output I have created a Drop-Down list that the end user can select one or more options. Each question has an associated score with it (1 or 2). I want the output to generate the overall score and a background color in a separate column. I have it created in excel…
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Using automations to add to a cell.
Is there a way to use an automation to add a number to a cell? What I am trying to do is have 24 add to a cell at the beginning of every year. So that it is a running total. (Year one they have 24, next year it adds 24 more, 48, next year its 72, and so on, it just keeps adding 24 on jan 1.) This is for my companies sick…
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Assign an "item" to a new owner and delete the same item from other "owners/cells"
how i can do it, assign an "item" to a new owner and delete the same item from other "owners/cells", in an automated way, or in anothers words, there two conditions: -assign "equip" column to "owner" column -delete the same "item" from other cells in the "item" column example> i really appreciate any help.
