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Folders for Automations
I have many sheets that have a TON of Automations that I have built. I would like to see folders for automations be added where you can group your automations that work together into folders for easy navigation when editing. Currently, I have to scroll an endless list of automations to find the one that I am attempting to…
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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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Mass Email Communication with customized attachments.
Greetings. I have been working on a project to manage communication with large group based on activities we produce. At the end of each activity we create custom certificates for each participant. I have been working to automate this process as much as possible, however I would LOVE to see some system based formatting…
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Better automation design: visual queues
I have a love/hate relationship with Smartsheet automation. On one hand, the automation has saved me countless hours of work. On the other hand, the way the Automation for a sheet pops out and covers up the data is maddening! Having the automation pop up in a separate, re-sizeable window would be awesome. Taking it a step…
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Automation - "Move Row at a certain time" sending lines multiple times
Edit - I have worked it out! Simple fix and definite UE! I had 2 automations with the same time. 🤦 I have an automation set up to move all rows from a mini-sheet into a mastersheet/archive every evening at 9pm. This is the only "move row" automation I now have as I have taken off everything else. This morning I opened my…
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JOIN COLLECT FORMULA
IN PICTURE (A)- i have successful JOIN COLLECT formula IN PICTURE (B)- I tried to replicate the formula, but add additional columns I needed to be joined as well. IN PICTURE (B-1) Incorrrect Argument
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Why isn't the email address pulling via formula from another sheet for "contact"?
I created a Form for operations to fill out when they determine a ship date needs to push out. Since they don't always know who the Project Manager is, I have this information going into a sheet where the project number pulls the PM info from a master project list using the COLLECT formula. But when I try to create the…
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"Alert someone" automation not working when "links to specific fields" is selected.
I have an automation that was working before: triggered by a change in a category field. Sending update request to email address in "contact email" column. Including "Attachment" and "Comment" fields. This step suddenly stopped sending update requests. If I exclude the fields by selecting "Message only" option, the…
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Form Automation
Hi Community, I've created a form where users can submit information for equipment out of service, which is working quite well. However, a request was made to create another form allowing users to input information when equipment is placed back in service. Is there a way to create a separate form that will allow users to…
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Combining Form Submission Data with Already Existing Row Data
Hello All, I'm looking for a way to combine form submission data with data that already exists in a row. For example my row has the item information for something we're trying to resell. The form goes out to the resell companies for them to make an offer. If an offer is made its populate on a separate row. Would love to…
