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Best approach to automate users having their own individual checklist for testing?
I have a project where an individual tester (end user) will need to complete their own checklist for testing a process. Each individual is assigned a role, so whatever role they are assigned is the template that they will use to checkoff items as tasks are completed. As seen in the screenshot above, we have an example of…
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Pulling data into a "master sheet"
Hello all, I am trying to pull select data from multiple sheets into one "master sheet", however I am struggling to find a working method. I am unable to use reports due to them not connecting with datashuttle. I have tried VLOOKUP, Copy Row automation, INDEX/MATCH and a few more but i can't get them to pull all of the…
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ad sheet to report automatically
i have a folder under "sheets" that has all my ongoing project. i made a few reports that sum up info from all sheets my problem is that every time i add a sheet to the folder i need to manually add it to all my reports how can i make it that every sheet i add to that folder will automatically be added to a report?
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Forms to Smartsheet Workflow
Hi, I'm trying to create a Smartsheet Form that collects issues relating to 4 different locations. In the Sheet, I have four different Rows associated with each location, that are the top of the task hierarchy. Within the forms there is a field to choose one of said locations. What I would like to happen is, when you input…
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How to automatically add a "Date+2 days" formula to a cell when a new row is added?
In our request tracking database, currently if a Date Requested is "in the past" and another condition is not met, the entire row turns red to alert us of a new request. This is great, except that sometimes the request comes in after hours, and first thing the next morning the row is red. This gives our clients the…
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How do I find an existing Workflow and remove it?
On this smartsheet sheet I know I have a Workflow that sends notification whenever a Row Changes. Now I want to delete it however I can't find the Workflow itself. If I select Automation --> Manage Workflows... --> I can't find that specific workflow. Anyone can help? Below screenshots
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VLOOKUP separate sheets
I would like reference sheet A zip code with zip codes in Sheet B, and when there is a match change a specific column status in sheet B sheet B status
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Autopopulate Fields from existing columns into a Form
Hi all, I am trying to autopopulate two fields into my form from two existing columns with data. I've been following the community and so far I am able to pull one field using this formula: ="Linktotheform............?NameandSurname=" + SUBSTITUTE(NameandSurname@row, " ", "%20") Like that it works perfectly and I am able…
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Change a cell value If a certain Postal/Zip Code is entered, is it possible?
Hi there helpful people! I am using smartsheet to track jobs in order to then export a monthly report. I have approx 2000 postal/zip codes attributed to client sites within a particular State - and what I'm hoping to do is set up an automation (either within a workflow or a formula) where if a particular postal/zip code is…
