Automations
Discussion List
- 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 advis…
- 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 wh…
- 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 somethi…
- 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 Freque…
- 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 se…
- 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…
- 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 …
- Hi - I have a formula that calculates whether or not an end date has passed by more than 7 days using the TODAY(7) function. If it is greater than 7 days, then a checkbox is checked. That checkbox is …
- Hello Community! I have a question I wanted to bring to the table... I've been working on some processes and workflows for triaging work on my team. Requests come in through an intake form and we have…
- Hi All, I am trying to create a formula to take the date column (DD/MM/YYYY) called "travel in date" and convert it over to YYYY in another column called "Year". However, the following formula =YEAR([…
