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Contact List Components: build a contact via formula
This is probably a pretty common request but it's frustrating me on a project right now so thought I'd bring it up. My idea is that Smartsheet make Contact List components accessible via logic and object calls. For instance if: Smartsheet.Objects.ContactList(Firstname, Lastname, Email) So if you have a columns containing…
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Rogue Automation? How to Investigate...
Hi All, This morning a rogue automated email was sent from SmartSheet to myself, a few coworkers and an outside collaborator. I have checked the sheet where this automation lives and it is scheduled to trigger one week after a due date in the sheet. I say the email is rogue because there is no February due date in this…
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Tips and Tricks for Sheets
This is a general message, I am using Smartsheet for all my work purposes, making calendars and setting notifications, are there any tip and tricks that people have some across that they found useful/quirky/productive? A bit about the calendars: there are 30 or so all individual, each member of the company has control of…
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Automation is running correctly, except for one person
Hi there, I have an automation currently set up with some simple conditional logic. Basically, I have a field that has 5 drop-down options. If one of the first 3 options is chosen, a group of people get notified. If either of the other 2 options is chosen, then that group PLUS two other people get notified. The bizarre…
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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…
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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…
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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…
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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…
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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…
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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…