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Set date in month column when another column used to set the date when task was completed
Hi Smartsheet gurus I have a need where I want to auto update a column corresponding to its month where in another column is used to set the date a task was completed - the need is to sustain the past months date in the month it was completed column - example - see attacehd sheet
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Primary Column
Hello everyone, I am using Smartsheet to manage a product database. The master sheet contains all the relevant data company wide and it automatically passes the information to specific sheets for certain regions based on automation. I created a form that allows me to add a product to the master sheet but I've run into a…
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Automated Workflow for Linked Cell Copying
I am trying to create a workflow that, when a new row is created, will copy over to another sheet. Also, when that row is updated, I would like for the changes to be automatically reflected in the second sheet. Right now, I have to link these manually, but would prefer to set up the linking in the workflow directly. Is…
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Is there a way to have a date change in autofill within a formula?
I am looking to shift the way my data is displayed so I can place it in a dashboard. To do this, I'd like to shift the information within to do a specific date and return that. My formula works fine, but I have to change the date for every single line. Wondering if there's a shortcut or something that I could do to avoid…
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Workflow automation for when a cell in a column does not change status
Trying to see if there is a work around for setting up a workflow automation to trigger when a status column does NOT changes status from planning to in progress after 14 days. I only see triggers for when a column or row has changed, but nothing for when a column doesn't change. Any suggestions?
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What is the date format applied when using a data placeholder in the message body of an alert?
I have a date field in the sheet and have formatted the date column with dd-mmm-yyyy. This format does not flow through with alert messages. Please advise what the standard format is that is applied as I would like to include information in the body of the message that informs this as my stakeholders are from all over the…
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Separate Email Notification per Form Submissions
Hello, Is it possible to have a separate notification per form entry? I've setup a form where people are submitting a ticket and, sometimes tickets are entered within a couple of seconds within each other, and Smartsheet automation creates one Email notification for both the line items. This can cause us to potentially…
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copy rows automation with date formula
I have two sheets - one with routine tasks, the other with a list of assigned tasks. I have an automation built into the first sheet to copy rows to the second sheet on a regular basis. The first sheet has a date column which uses the TODAY() function. I'm having a problem with items appearing on the second sheet with the…
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Managing Move/Copy Row Automation
Hello I have an employee database stored in Smartsheet. I've connected an onboarding form to a separate sheet which gathers sensitive data. I want to move that information over to the database, but not have some of the sensitive data come over with it (other people need access to the database). I know it'll drop all…
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Assistance w/ automated Checkbox based on multiple conditions
Hi All, I'm after some assistance regarding a formula to automate a checkbox based on multiple conditions. These are; Column "Requested by" is populated with a date. Column "Site" is populated. Column "Site contact" is populated. Column "Quantity" is populated. Column "Product" contains the word "Device" Then a sum is used…
