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Sheet automation loop
I am looking to understand how to break a loop so I can fix something. We are trying to remove columns from a sheet, but the automations keep replacing them on connected sheets before we can get them deleted on the other side. Is there a way to export a configuration so we can see all of the connected sheets? Also, how can…
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Alert and Update Request in Same Workflow but Alert doesn't fire?
Hi All - maybe someone can spot what I'm missing here. I have an Automation that fires when our Admin sets a specific status column. When the value is "In Progress" it is supposed to send an Alert to the Requester, an Update Request to the Admin (or Admin and the Admin Backup) and then it sets a cell value (this step is…
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Why is my Automation moved the whole sheet rather than just completed
Why is my Automation moved the whole sheet rather than just completed
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Why does the entire sheet copy instead of just row?
I have set up an aumoted work flow- so that only rows check for at risk will get copied into another sheet. Instead the entire sheet is getting copied there. How do i restrict to rows only?
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seeking best practice information for how to handle obtaining additional information from customers
Hi, I am trying to implement a prize fulfillment process. I want to be able to add a row with information that will be passed by one of our API. From there, a trigger of a row being added will send a email with the Smartsheet form url to our customer to fill out. This form it seems will then be sent to a new sheet with…
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Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
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Merged: Automation Workflow Message Formatting
This discussion has been merged.
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Merged: Automation workflows - in order of operation.
This discussion has been merged.
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Returning same date as selected date in a dropdown column
I have a list of dates that people filling out a form can select from a drop down column. I originally had this set up so that the user would fill in the date within a date column but now I want it with the list of dates rather than making them find the exact date themselves. I had 2 column formulas that took that date…
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Automation of additional line items and events once original event date created
I am trying to create a detailed calendar for my team. I would like it so that when I create an event, depending on the event type, Smartsheet knows to create additional events on certain dates before and after this original event. I would like the rows to be added automatically to the sheet once the original event is…
