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Generating a Document
I want to generate a document using DocuSign and I know with the fillable PDF you can use information gathered from form entries for the PDF document. My problem is that I cannot get DocuSign to pull in the email's from the contact lists columns. It is my understanding that this is a possibility but I just cannot get it to…
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Using an IF formula for Parents, Children rows
Hi all, I'm currently trying to see if there's a formula that can be used to affect the parent row (row above the indented row) after a certain condition has been met within the children row (indented rows). Please see the image as a reference. In this example I've set up, I'm trying to figure out if there's a formula that…
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Is there an automation/formula that allows a copied row to be updated?
I have created a master sheet for grant invoicing. We have 14 different institutions who received the grant and who will be submitting invoices to the master sheet. I have created a workflow for each institution so that when they submit to the master sheet, that row will be copied to a separate Smartsheet with just the…
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Merged: Enhancement Request: Logic and Helper Texts for Request Update Workflows
This discussion has been merged.
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In creating an automation can I set a condition to evaluate when Comments are more than 7 days old?
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Do automated workflows operate on specific rows?
Hello, I want to set up an automated workflow that triggers when a column is changed to meet a specific criteria. When this trigger is met, will it run the workflow on every row in the table, or only the specific row which the trigger was met? My sheet has hundreds of rows and will likely have rows that change and meet…
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How to automate monthly data from another sheet?
Hi all, Every month, we are required to display new data for review. The problem is that it has to be manually done. I have to login the 1st of the month into the data sheet, copy the data of information that we get from a master sheet, create a new column and paste it there which then is linked to a dashboard with a graph…
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IF Statement for multiple cells with blanks
I am trying to create an IF statement which returns a status based on the status of 6 separate cells. How do I set the status to ignore blanks from those reference cells? For the attached example, the status should be set to "Not Started" based on the columns highlighted in blue.
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Alert on Attachment Upload
Is there any way to run an automation or an alert when a file is uploaded to a row? Is there any way to run an automation or alert when a row is missing an attachment? The only work around we've found so far is to put in a check box that must be checked when the file is uploaded, but we are hoping to automate that process…
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Merged: Automated Workflows Export
This discussion has been merged.