-
Can i configure a workflow to alert someone when a specific entry is put in on a multi-select column
I have a form we are using to collect information on team activities. One of the form fields is a multi-select column where entrants can select all of the partner teams they will need to conduct the work outlined on the form. I'd like to send an alert to a "point of contact" for each team that is selected as a partner. The…
-
What happens to my automation if I run out of rows?
Hey there! I am working with a large archival destination sheet: We haven't hit 20k rows YET, but it'll probably be coming this year. The automation moves Completed rows from an active tracking sheet to the archive sheet- we keep that for a full accounting of these completed processes. But.... what happens when…
-
Is there an easier way to automate multiple columns from a single multi-select dropdown?
One of my teams uses a sheet to track to the status of products in every state, with a column containing a status dropdown list for each state (Requested, In Progress, On Hold, Completed, etc.). We recently implemented a form for our internal clients to submit requests. As part of this form, we have two questions…
-
Creating Archive Files In Smartsheet
While rewriting my 2016 Smartsheet application that tracks all sorts of weekly and monthly data on projects and employee billable hours charges, I needed to be able to store those results in archive files for use by various sheets and reports that use that data. Automated workflows allow that data to be copied to another…
-
Time Based Automation did not run
Hello - I have an automation that runs based on my "Due Date" column at 11pm. The formula in the "Due Date" column returns today's date if it is Tuesday, otherwise it returns the next Tuesday. FORMULA: =TODAY() + MOD(7 - WEEKDAY(TODAY()) + 3, 7) It has been running fine every Tuesday evening since early February, but did…
-
Send email reminders when lack of update
How do I create a workflow to send reminders to the row owners if no changes happened to the row in the past week?
-
Timing Issue for Moving Row from Staging Sheet to Main Sheet
I'm building a workflow for our HR and Recruiting department to use to track job posting requisitions. If they check a box on the master sheet to repost the job again I am copying the row to a staging sheet, making a few cell updates to change values or clear values, then want to move it back to the master sheet as a new…
-
Capture name of last associate to edit / close out a line
Hello, I need to know who worked a specific line in Smartsheet. I currently am using the "modify by" column type and a drop down list column with names. They both seem to be unreliable because the "modify by" column type changes when the line moves from the working sheet to the archive sheet and the drop down list column…
-
Moving Sheets, Reports & Dashboards to a new Workspace
Hello - I have created several sheets, reports, dashboards, workflow automations and scheduled email reporting. If I move all of this to a new workspace, will everything still work the same or will I have to reconnect everything? Are there any best practices for backing up my work? Thank you!
-
How do I set up a workflow to notify someone if a predecessor task has been completed?
I am currently trying to develop a project plan sheet, and I am wanting to be able to notify someone when the predecessor task was completed so they know they can start working. For example if John has to do a Data Source Identification and validation but he can't do it till Mark has converted and cleaned up the data I…
