Automations

Merged: Send Automation emails to multiple people like we send emails in 'TO' and 'CC'
This discussion has been merged.
Automation - update without duplication
I am trying to create an automation where if the user clicks the check box, then the item will move to a different sheet (I am using this same automation across multiple sheets). The goal is so create one master of items that are checked while simultaneously enabling teams to continue editing the source data and…
Workflow Automation Issue
I just started a new sheet, which I imported from Excel. I wanted to have Workflow Automations to change the status and date assigned once I entered the record. The trigger is the Task Title (on both), which is also the primary column. Below are 3 screenshots showing my sheet, and then the 2 Workflows. I have tagged them 1…
Record a date when specified criteria are met
I have a column available for users to choose from eight different build statuses. The goal is to automatically capture the date when the Publish status is selected. However, not all eight status options are available in the automatic workflow. I assumed it was a scrolling issue, but that is not the case. What am I doing…
Automation for Reports
Good day, My department currently has 2 Smartsheets and 1 report for processing requests from external users. These sheets are not public, and the governing bodies are against making them public due to internal conversations documented on the sheets. We would GREATLY benefit from automation in this process, but the…
No options for selection of destination sheet to copy rows with automation
Trying to copy rows across sheets across workspaces (both of which I own) but when I go to select destination sheet nothing show up, blank screen. Any thoughts on what I may be missing here? Thanks in advance
Collect Hours Spent or Planned Hours for Projects using the "Business" plan only
Is it possible in the Smartsheet Business plan to utilize a form to input daily hours by a team member that would add up all hours spent against a project? I was thinking of creating a "Time Tracking Sheet" to be populated with new projects using the "copy project" automation workflow from a Master Tracking Sheet. Have the…
Does anyone know if it's possible to get notifications sent to a rolling list of receivers?
IE Can Smartsheet send the first notification to one person, then the next contact person in the list of notification recipients- without sending to the whole group? Or am I going to have to keep it sending notifications to ALL people as a group and they disseminate the work? Thanks!
Multiple Forms to One Sheet
Hello! New to SmartSheet. Was wondering if there is any way to do a "Check-in" with multiple forms. For example, 7 unique forms with separate location/date (hidden values?) with one entry of an employee number. Then the sheet would have one row of data with the first column being the employee number and the second column…
Automation: lock row if attachments are present
I'd like to be able to build an automation to lock a row if attachments are present. How can I make this happen?

Automations

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