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Conditional Formatting Across Sheets
Hi, we have a Scheduling Sheet (with columns, wk 01, wk 02, wk 03, wk 04, etc). A Delivery Date column links into this sheet from another sheet. What we do at present is highlight the relevant week column based on the date in delivery date, so for example from Jan 2nd to Jan 8th is wk 01 this year. (See screenshot…
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When Power Automate inserts data in Smartsheet, how to work correctly with formatted columns?
I have a Microsoft Form that my sales team fills out when they win an order. I have created a Power Automate flow to create a new line in Smartsheet and insert this data. I am using MS Forms + Power Automate and not Smartsheet's form because it also performs other actions outside Smartsheet. However, on the columns that…
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Reminder Automation based on the Forgetting Curve
I am currently working on a project where I would like to set up automated reminders based on the Ebbinghaus Forgetting Curve to maximize information retention for my team members. I plan to use the following reminder intervals: 1 day, 1 week, and 3 weeks after the initial learning event. I aim to create a system within…
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Automation to fill in existing cells
I have created an automation to set the status on our tasks. My automation is based on "new row is added or changed", then meets certain critiera, then a cell value is changed to a certain status. This works for rows I add after the fact, but has not updated my existing rows. Is there a way for an automation to update any…
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Is there a way to restrict number input to positive numbers only in a form?
I'm building an approval process/workflow for a finance team and I'm curious if there is a way to restrict number inputs to positive numbers only?
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Condition for a workflow: created date is not in the current year
Looking for a solution to move data to another sheet with automation under condition "Created Date is not in the current year". I would appreciate if support.
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Copy a certain columns to a new sheet as new rows are submitted
I have a master sheet that contains information submitted via a form. I am wanting to have a new sheet that contains only certain columns of information that populate as the data on the master sheet is entered. I only need specific columns of information, not every column in the row on the master sheet. Any ideas on how to…
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Why isn't my attachment on the automated email?
Hello, I am using a smart sheet auto system where it makes the PDF automatically when someone fills out a form. Once the PDF is made I have a new one to send out an email. see below. Once they approve it is supposed to send an email with the attachment. but when i get the email back it doesn't have the attachment. Am i…
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How do I setup an automatic print/save process of a dashboard to archive?
How do I automatically archive a dashboard? I would like to use it as meeting minutes from a daily meeting. I signed up for a trial of Zapier to see if I could get that to work, but I am not having luck right now. Thank you, Jonathan
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How to make my automated email only send once?
Hello! I am going to explain as best I can. So i have a automated system setup and currently i have where they fill out a form and it then auto creates a Fillable PDF. That gets sent to them which they have to get signed and re submit it into smart sheet. I have it set up where it send an alert which has the PDF and then a…