-
Automation to fill in existing cells
I have created an automation to set the status on our tasks. My automation is based on "new row is added or changed", then meets certain critiera, then a cell value is changed to a certain status. This works for rows I add after the fact, but has not updated my existing rows. Is there a way for an automation to update any…
-
Is there a way to restrict number input to positive numbers only in a form?
I'm building an approval process/workflow for a finance team and I'm curious if there is a way to restrict number inputs to positive numbers only?
-
Condition for a workflow: created date is not in the current year
Looking for a solution to move data to another sheet with automation under condition "Created Date is not in the current year". I would appreciate if support.
-
Copy a certain columns to a new sheet as new rows are submitted
I have a master sheet that contains information submitted via a form. I am wanting to have a new sheet that contains only certain columns of information that populate as the data on the master sheet is entered. I only need specific columns of information, not every column in the row on the master sheet. Any ideas on how to…
-
Why isn't my attachment on the automated email?
Hello, I am using a smart sheet auto system where it makes the PDF automatically when someone fills out a form. Once the PDF is made I have a new one to send out an email. see below. Once they approve it is supposed to send an email with the attachment. but when i get the email back it doesn't have the attachment. Am i…
-
How do I setup an automatic print/save process of a dashboard to archive?
How do I automatically archive a dashboard? I would like to use it as meeting minutes from a daily meeting. I signed up for a trial of Zapier to see if I could get that to work, but I am not having luck right now. Thank you, Jonathan
-
How to make my automated email only send once?
Hello! I am going to explain as best I can. So i have a automated system setup and currently i have where they fill out a form and it then auto creates a Fillable PDF. That gets sent to them which they have to get signed and re submit it into smart sheet. I have it set up where it send an alert which has the PDF and then a…
-
Approval Automation workflows - continuing from where it was last declined?
Hi All, I'm currently working on a sequential approval workflow automation and would like to know on the mechanics of continuing a workflow from where the last "Declined" stakeholder has "Approved" the request. To be more specific, if the situation comes where the declining stakeholder is happy to continue with the…
-
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…
-
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…
