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Hierarchy issues
Hi everyone, I have been pursuing the forum but I can't seem to find the answer. For some background, my company had a team that set up our Workspace and sheets. One of my coworkers was also the admin but recently left for another job. I have been tasked with taking over admin/owner duties now. I understand the basics and…
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Automation in Portfolio Rollup Sheet Not Working Properly
I have a portfolio rollup that is exclusively made up of cell links from all of the metadata sheets from the various projects we are tracking. In an attempt to remove the complexity of managing the project I wanted to automatically archive metadata lines from the rollup via automation. An example of the process flow is:…
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Alert Triggers?
Good afternoon, everyone! I had a quick question about automation for a Smartsheet form. I set up a workflow to be triggered when a date is reached (today- 3/29) and repeating every week on Tuesday starting on 03/29 and ending on 04/13. The alert is set to go to specific people (including myself) at a specific time (9 am…
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Recurring Dates in Routine Task List
I'm hoping one of you could help. I'm currently making a daily 2 week routine task list and would like each date in the due date column to automatically update upon the end of the 2 week routine. I have tried a workflow with a trigger to record a date. However, this changes the column into one date. Any suggestions for…
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Automation if condition 1 is meet do not do condition 2?
Hi, Is it possible to set up a conditions so if condition 1 is meet then do the action, if condition 1 is not meet then do condition 2 and do the action. Thank you
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Candidate and Company Matching System
Hi Everyone, I'm trying to build a way to match candidates to companies. And then send those match notifications to both candidate and company. So I have 2 sheets Sheet 1 = Candidate List Sheet 2 = List of Companies Interested Sheet 3 = Merged Somehow Based on Department Role/Job Category and Location Would have a unique…
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Reports Not Updating Live
I'm trying to shift our company towards using reports more, instead of multiple people interacting with sheets directly (and thus making version control difficult when minor items are changed, particularly on Control Center provisions) -- To this end, I've been given feedback about reports that indicate that they do not…
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Form & Automation Ownership Transfer
Hello, it is possible to transfer Ownership of a Form or Automation from one user to another without having to deactivate the form and create a new form? Thanks
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Census Information for a company
Is there a way to add and delete employee info with an automation and formula. I need to get accurate count of how many people are in the company and what tier they fall into. I would like to have an up-to-date sheet. Updated Census Sheet
