Automations
Discussion List
- Hello, I'm looking to create a capacity vs demand utilisation RAG Column where it will appear with Red, Amber, Green for the following rules: Green: Total Q1 Capacity = Q1 Total Demand Yellow: Total Q…
- Hey there: I'm having some problems with automations: I often have a batch of rows that share a trigger date. If I manually enter a date for the first row, and then copy and paste it into the subseque…
- Hi all, I've followed the article Set the current date with the Record a Date action | Smartsheet Learning Center and was unable to get a date stamp to populate in a cell when a project's Health chang…
- I have a question on how to update my KPI's where the data populates by month and will automatically start copying from the new month while dropping out an old month that is 13 months back? This will …
- Hi all, I have a scenario where I need to send a 'Request an Approval' automation to a group of people. However, I only need one person to complete the approval for it to finish the approval. Right no…
- Is there any option to record or tracking a email notification as reminder which using sending using workflow automation. As per below scenario I have a created workflow with 7 level of approval in wh…
- Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an …
- Hello, I have two sheets, Quotations and Work Orders. I would like to create an automation that copies a Quotation row to the Work Orders sheet when that row's Status is changed to "Ordered". As I use…
- Hello, I have set up a Request for approval automated workflow which is great. I then needed an automated work flow for an action and/or a decision. So I set that up by using the same request for appr…
- Morning! I have tried multiple times to create a simple automation to generate a form via doc generator. Flat out doesn't work. Automation is triggered by a status change in a cell and the document is…
