-
How can I have automation emails include hyperlinks to individual line items?
I have an automation that distributes ball-in-court tasks to each team member. These emails come with a generic link back to the smartsheet the automation originated from, but I'd prefer that each line-item hyperlinked back to that line-item in the worksheet for optimal work flow.
-
What is best method to map data and manage ongoing changes from one Smartsheet to another?
I have been using a workflow automation to move a certain rows of information from one Smartsheet to another. These workflows are super easy and useful, but not that flexible. The provided workflow automation requires the column headers match up exactly between the two sheets in order to populate accurately. Where this is…
-
Best Practices for managing 60+ projects in Smartsheet
Hello, I am a fairly new user of Smartsheet and have recently started at a construction company as a project manager where we design manufacture and erect large steel buildings for rural and industrial use. (From farm sheds through to aircraft hangers and fabrication workshops.) We have up to 70 projects active at any one…
-
Active turn around times by status of a row
I was wondering if theres a way/formula to track the amount of time a line stays in a certain status. For example - If we are using a line to track the life cycle of a contract we would have a created date field and a contract status field. The status field would consist of fields like "Contract Review" "Legal Review" "On…
-
Format of Automations
Apologies in advance if this has already been asked, however, I struggled to find an answer on this when searching in both the community pages and the help guides. I'm convinced I've previously been able to apply a setting on automations, such as alerts/notifications, which allow them to be displayed either vertically or…
-
How to show a "Completion Status" column based off of certain cells containing value?
Hello Smartsheet community, I have a database containing the amount of training specific employees have received. I would like to create a formula that is able to recognize what level someone is at and then the training needed for that level. If they have received the training it would show as "complete." If they have not…
-
Start Date / Alert Someone
I know I am over thinking this but I am trying to figure out 2 week look out. Lets say Start date 7/20/21 and I want Smartsheet to give me an alert 2 weeks before. What is the correct set up in Smartsheet?
-
Copy New Row, Delete Old Row
I have a quick question. I have a process by which a row gets copied (from Sheet A) into another sheet (Sheet B). Since there will be duplicate rows in Sheet A, I'm wondering if there is a way in which when the row gets copied into Sheet B, a row can be deleted if another already exists? Essentially, I'm looking to avoid…
-
Automated Alerts - How to NOT to combine row updates
Hello! I need to send an email to our support team when a box is checked. Each row needs to be sent as an individual email so it becomes it's own ticketed item. Right now, If I check boxes for multiple rows the alert combines all the information into one email and sends when the sheet is saved. Is it possible to set up the…
-
Overtyping a formulas answer
I need to automatically calculate a number in one column based on another column, but also need the ability to overrule this result at times and manually enter an answer in the "calculated" column. When I do I don't want to change the column formula to a line formula as multiple lines are continually being added and things…
