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Removing Total Row from Smartsheet Reports
I am creating several reports that subtotal financial information by various groups (i.e. revenue, numerous expense categories, EBIT etc.). I do not want the reports to display a total row that sums all the revenue, expenses, and profit as this is misleading. Does the functionality exist to turn this off?
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Moving selective data when original sheet is populated
Hi I have a form that populates a master sheet. How can I create a workflow that fills in a subset of columns in a second sheet after filling out a form? Smartsheet's workflow that moves a row to another sheet, unfortunately, moves a row and all of its columns. The issue is that I cannot use INDEX COLLECT or INDEX MATCH…
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Automation flow adding new rows per unique value
I am working on an database set-up where I want to store both historical and future data on a quarterly basis (e.g. Q1 2020, Q2 2020, Q1 2021 etc.) for different European cities (e.g. London, Madrid, Berlin, Prague etc.). What I want to do is build an automation flow that will automatically add a new row per city when a…
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Do I need to use Quotation marks when I like to trigger an action based on a Phrase in a cell?
Do I need to use Quotation marks when I like to trigger an action based on a Phrase in a cell? In my template is used for testing. It contains a contact column and a column where a person should advise if something passes or fails. The pass fail cell contains a default value e.g.: Select Pass/Fail from the dropdown. When…
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Copy Row by Automation
I'm copying rows that meet specific criteria from multiple project sheets into a single different sheet using an automation. When looking at the destination sheet, is there an easy way to determine what source sheet each row came from? Similar question for reports - If a report is collecting data from multiple different…
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Workflows not working after making changes to the sheet and/or workflow
Hi! I have been using a SmartSheet with multiple workflows for quite a while and noticed that the workflows are not triggering anymore after I have made either a change to the sheet or changed something in the workflow. How is this possible and how can I get them to work again? I have tried duplicating the workflow but it…
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Any ideas on why the pivot app does not update with new data in the source?
I have a pivot sheet set up to pull data in from a report. The initial set up worked perfectly and when I run the configuration manually, the data is pulled in. But when the runs hourly (Update Frequency is set to 1 hour), no updates are made. All config logs show "Success!" but new data is only added to the pivot sheet if…
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Automated Workflow - Recurring Notification based on Date Field
I have a sheet where I need to have a notification sent to a team every 6 months from an entered Start Date. On my sheet, I have the Project Name, the Project Status, and the Project Start Date. It seems in the workflow setup, the only triggers are when a row is added, changed, or when a date is reached. My instinct tells…
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Will We Ever Be Able to Use Summary Fields in Automations
So I have done quite a bit of research on this and have found the same answer every time stating that we can't directly reference summary fields in automations. I don't want to have to create a helper column for this as that defeats the purpose of the summary field. Has anyone heard if Smartsheet will add the functionality…
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Automations not working if partner updates a cell
Hello, I have set up some automations that trigger emails based on updated cell contents. The emails go to people in my organization plus a group in a partner organization. This partner does not have any Smartsheet licences. Both people in my organzation and in the partner organzation update the Smartsheet. In the past,…
