Good afternoon, everyone! I had a quick question about automation for a Smartsheet form. I set up a workflow to be triggered when a date is reached (today- 3/29) and repeating every week on Tuesday starting on 03/29 and ending on 04/13. The alert is set to go to specific people (including myself) at a specific time (9 am…
I'm hoping one of you could help. I'm currently making a daily 2 week routine task list and would like each date in the due date column to automatically update upon the end of the 2 week routine. I have tried a workflow with a trigger to record a date. However, this changes the column into one date. Any suggestions for…
Hi, Is it possible to set up a conditions so if condition 1 is meet then do the action, if condition 1 is not meet then do condition 2 and do the action. Thank you
Hi Everyone, I'm trying to build a way to match candidates to companies. And then send those match notifications to both candidate and company. So I have 2 sheets Sheet 1 = Candidate List Sheet 2 = List of Companies Interested Sheet 3 = Merged Somehow Based on Department Role/Job Category and Location Would have a unique…
I'm trying to shift our company towards using reports more, instead of multiple people interacting with sheets directly (and thus making version control difficult when minor items are changed, particularly on Control Center provisions) -- To this end, I've been given feedback about reports that indicate that they do not…
Hello, it is possible to transfer Ownership of a Form or Automation from one user to another without having to deactivate the form and create a new form? Thanks
Is there a way to add and delete employee info with an automation and formula. I need to get accurate count of how many people are in the company and what tier they fall into. I would like to have an up-to-date sheet. Updated Census Sheet
Our accounting dept is wanting to auto populate g702/703 invoice form, for monthly billings, from project schedule sheet. Has anyone been able to complete this task or something similar within smart sheets? If so do you have any guidance you can provide? I am a bit stumped and feel notifications would work best but I am…
Is it possible to send alerts to multiple users at same time, such that all the users are listed on the "To" section of the notification email.