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Export only new rows from form submissions to excel
I have been searching for an automated way to get this done. I have a pretty intense (for me personally) form that my coworkers use to track a number of things that I measure. I am pretty married to my sheet and have a number of automated workflows running with it as well. There are about 48 columns of data including index…
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ALERT SOMEONE
I am having problem to setup automation to alert someone. I have a column that shows 4 rows and another column that shows when the Alert someone should be sent out: Citrix/Network/PC Comm 1 - 3 weeks [column Communication Released Date: 02/17/22] =PARENT([Network Migration Date]@row) - 21 Citrix/Network/PC Comm 2 - 2 weeks…
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Moving rows/updating cells
I manage a portfolio of projects which I have to report on. I'm a Pro user, so I don't have the functionality that could probably make this task very easy. My project managers are required to use a company solution (not smart sheet to create project plans and updates). I've created a smart sheet that lists all of the…
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Data transformation during Excel Import
Dear SS community, I'm exploring the use of Smartsheet for payroll whereby I import 3-4 different and formatted Excel files to SS. The challenge: the excel files are formatted (think merged columns, etc) and aren't easily convertible to a .csv. Currently, I have multiple excel macros that strip formatting and walk…
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Automation before Calculation (Dynamic View)
Based on testing, automation is happening before cross reference calculation has completed. Rows are added through Dynamic View (DV). After a new row was added through DV, the calculated field (cross reference) was #INVALID. After 1-3 seconds it appeared correctly. Creating a new row directly on the sheet calculated faster…
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Automated Alerts - Comments
In an approval workflow when someone is notified on the Approved/Declined status, we have built a "message only" alert back to the user who submitted the request. The user will never be shared to the sheet and so the option to include a link to the sheet with selected columns included is not an option. Is there a way to…
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Problem with Automation - Conditional Path
I have automation set up to work off a checkbox column. When I check the box, I want four separate emails to go out to four separate groups. Each group's email provides a distinct link specific to them. The automation is set up for "message only" - no links to the sheet or specific fields. The automation permissions are…
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Why do my automation rules take 1-3 minutes to update when trigger is "when triggered"
I have been trying to create several automations that simply update a field based on the data in another field. Example is when Status = Complete, update % Complete to 100%. OR When status = Complete update a comment in the comments field. No matter what rule I create, it takes upwards of 3 minutes for the changed cell to…
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Automatic Parent/Child Assignment
In my organization, we have ID numbers for tasks. They go something like this: Top Level: AB Second Level: ABcde Third Level: ABcde1 Fourth Level ABcde1.1 Where ABcde1.1 is the child of ABcde1 which is the child of ABcde which is the child of AB. Is there anyway to automate the parent/child relationships based on the value…
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Searching for the nearest date in another sheet
Hi everyone, I would need a formula where it picks the nearest date in the past related to today's date in another sheet. To give more context, the other sheet always shows Mondays as dates. I tried Index and array but it seems not to work. Would appreciate a template. "Today's Date" cell is based on a formula, I inserted…