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Automation triggered copy one cell to another on same sheet
Hi , I would like to be able to "check" a box in col A which will trigger a copy of the content in col B to Col C (but not change value as long as the checkbox is checked) I want to use this to flag a specific line/task as one which is due data is important for me so I want to copy it to a column "important dates" but the…
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Copying rows to new sheets based on multiple selections in one column
Hello, new to Smartsheet so might not use the correct language, but hopefully someone understands what I need! In my company we host CPD sessions where suppliers will come in for an hour over lunch and teach us something new. We need to keep a record of these sessions and who attended them. I have set up a sheet where I…
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Automatically enter date at start of month
Hello, I have a Smartsheet that I'm using to calculate monthly metrics. I would like the sheet to auto update as time passes to add a new line for the new month. The sheet currently has a column titled "Start Date" and the first 10 rows of the sheet are the first day of the month from Jan - Oct 2024. The automation I have…
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Modified by automation instead of name
Good afternoon, If I send a request for info and there is a check box, if they click on the box via the request in the email, it says it's modified by: automation@smartsheet.com instead of Bob. Is there a way to get the person who clicked on the boxes name on there instead of automation? Thanks
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Logic for Required Fields on Forms
I have a form that I am working on where I would like this logic: If box is checked, then field is required I spoke with support and they informed me that this is not a currently available feature. What I'm trying to do on my form is have it so if the user checks a box that they want someone to reach out to them, then they…
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More than two choices in approval workflow?
Hello! Is it possible to add more than two options (approved or declined) in an approvals workflow? We are using approvals workflows to generate manager approvals for their team members to participate in a development event on company time. I'd like to offer three options: Approved; Declined, This Event Only; and Declined,…
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Do we have Test Management Template set ?
Hi All, I am quality analyst and work across different project which uses Project management template set. I can find individual template for Test Case, Test scenarios but need to manually link each project with Test Plan which is linked to Test Cases and Iterations. I have used Microsoft Test Manager, Atlassian Jira,…
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How to auto-create a new set of rows once criteria is met?
Hello, I want the following columns to auto-create (with the filled in colors as well) below the already created ones every time "SITE" gets filled in. Do I use a formula, conditional formatting, or some other way? Thank you in advance for the help!!
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Powerautomate Smartsheet Connection Question (Using HTTP Connection
Hello! I have medium to low experience with API connections, so I am mostly trying to make my flows based on guides I am finding online etc. I have built a simple automation that when an email arrives on a shared inbox, that it adds a new row to a customer complaint (Case) tracker in smartsheet. I want to parse the email…
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Automation only runs by force run - no error notification
I have this automation on a sheet and it's been working correctly but now something is amiss causing it to not run, but also not throw an error when it doesn't run. I know the automation works because I can force run it and it checks the checkbox without any apparent issue. Here's the configuration. The automation is…
