-
Autopopulating a job number
I have set up a sheet that will house our jobs. It has been requested that each job have its own row, nestled under the customer's name. Our job numbers are derived by using the customer number, year, and job number for the year. For instance, the first job of 2024 for Customer A with a customer number of 1000 would have a…
-
Create a new sheet from template using automation
It would be extremely useful for automation to create a new sheet using a custom template. For example, if a cell changes to a specific value, it automatically creates a sheet or sets of sheets from a custom template depending on the selection.
-
Proofs disappearing in some rows when transferred to another sheet
We have automation set up where when a task has been marked complete, it moves to another smartsheet for complete tasks. This helps keep our open tasks smartsheet uncluttered. I just noticed that some of our rows that have moved sheets have lost their all of their proofs. Based on complete dates, it looks like the issue…
-
Request an Update: Un-editable Text Box
Hi everyone, Looking for a little help with an issue that keeps occurring on multiple sheets. I am creating an 'update request' trigger, to send to contacts in my sheet to update several text box cells within a row. I am including several specific text box fields for them to update in my customized message. When my contact…
-
Automation Not Working
Hello, I'm at a loss. I've created several automation rules in the past and I cannot figure out why this is not working for me. I have a simple sheet with the following columns: Status (single select dropdown) Sub-Category (text) Task (text) Assignee (single contact column) The automation rule is triggered when the…
-
Add Column Description to Update Request
Include the column description when an update request goes out to provide some context to the column if it has a generic name.
-
Change Task Categories of other Cards when One Card is Updated
We have a lane that contains several services to be confirmed when a new client uses our product. There are multiple cards in that lane that need to move to other lanes based on the updating of the task category of one. For example, If a client says that they are going to use Product A, then we move it to a lane for our…
-
Multiple Step Automations
Hi All, I have a form that collects data. Once the form is submitted, it changes a field to "In for Approval". I then have multiple automations set-up to assign 7 different Owner based on certain criteria and 1 to send a request for approval to the newly assigned Owner. Most of the time this seems to be working correctly,…
-
big ideas for document generator
My team has 10-20 projects running at any given time in varying scale both in size and end user comfort with Smartsheet. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. My first hope,…
-
Automating the Documentation of Historical Values without Workflows
Problem: How to automatically document historical values without using the automation workflow. I have a two-line graph of which one line (let's color it black) represents desired results within a date range. This date range ends in the future. The second line (let's color it red) represents actual results within the same…
