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Primary column data to other Sheet
I have 2 sheets, Sheet A has Primary column and I want to copy Sheet A primary column to sheet B. Sheet A has 2000 lines in primary column also whenever I update Sheet A primary column I need it should be updated in Sheet B too. how I can do this in Smartsheet?
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Best way to pull data from different columns into one
I have a worksheet that is populated via a form. Worksheet is currently 300+ columns wide (I didn't build it, I inherited it). The form is used by facility management technicians. Each time they go to a client site to service facilities, HVAC units, refrigeration units, etc. they complete this form. Yes, they complete in…
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Automate reminders for Update Requests
I would like the ability to automate reminders for pending Update Requests where the user has not yet responded. When the user submits the update request, the reminders would stop. Ideally it could be built into Automations to select pending update requests and send a reminder after X days or within X days of a due date,…
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Automation message receiving problem
Hi there , I have a sheet and i created some automations on this page , and i shared this page as a viewer with an user , in one automation there is alert which one sending notifications to users , but for the user that i added as a viewer can not get notifications , system gives an info as below ,and says go to system…
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Linking two sheets in a very specific way
Hello all! Like my title says, I am trying to link two smartsheets in a very specific way. I have a process in which I have individuals requesting support for specific courses this is tracked in one sheet. I then have a second process that hires people to provide support for those classes. Where I am running into trouble…
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Automate Status Change Between 2 Sheets
I have two sheets, both with Status columns. Ideally, when the status in sheet B changes, I would like the status in sheet A to change. For example, if my tester (sheet B) changes the status to "Test Failed", I would like my Defect Critical status change to "To Be Reviewed" Can this be done through automation or do I need…
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Regions Implementation
Hi I was looking at getting Zapier to work with Smartsheet and because I use Regions, this doesn't work. I understand the need to push forward with new functionality, however, many of us need to use Europe and therefore, Regions and I don't understand why Smartsheet as a company, can't bring the basic features to us. Are…
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Creating automations from reports
It would be super helpful to have the ability to create an automation/workflow from a report so that my team can get ONE comprehensive email/alert each week for a "request for updates" across all sheets that are being pulled into the report. It can be daunting for a user to receive a similar alert via an automation or…
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Attaching my Smartsheet generated PDF
Good day! I've been successful previously creating automation for a worksheet that includes auto-generated PDF from a fillable form link and automated attachment of the PDF and successful send of the PDF to myself (my test email). Later I had to make some updates to the form, renamed the form, and revised some of the…
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Auto-Rescheduling Tasks (Based On Tasks Being Dragged)
Please see attached screenshot on just a draft option on what I am playing around with. I want to drag Task 4 to actually be Number 1 priority and for that Task to be completed 1st (however I don't want to use the Dependencies feature as the tasks are NOT linked, they are all separate) and I want the dates to all change…