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Creating Conditions that affect other rows
Hello, I am super new to smart sheets, but have done very well with 99% of what I have needed to accomplish, however… When trying to create a condition labeled "Yes | No," and if Yes is selected in that row, then I want it to highlight another row also in the primary column to red to highlight it being the next step to…
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Drop PDF to populate rows
As a sourcing analyst I have to take multiple pricing summaries from our consultants and enter the information into our Smartsheet. Currently that means a lot of copy and pasting and painful data entry. My question: Is there a way I can take the PDF they send me and drop it in Smartsheet and it auto populate my sheet based…
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How can I create a Task/ To-Do List for each team member?
Hello, Looking to develop a task list for team members from our Project Tracker. Our sheet runs left to right and uses Column Headers to organize information rather than using Parent/Child row hierarchy. Currently, each step of the project has an expected completed date (automated by formula), an actual date column…
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Large Sheet Notifications
We have a handful of very intricate, detailed, and logic-filled intake forms that are tracked in 3 separate master sheets separated by the type of intake. Each sheet is over 150 columns wide. We need to send a copy of the entire submission to the person who submitted it, along with several others selected in contact fields…
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Change "end date" based on status changes
When an end date is used in a dependency setting, you can't use automation or formulas to change it. However, this is when it is critical (pun fully intended)! When someone marks an item as Completed status, it would be helpful if the sheet could update the End Date column to the date it marked completed. For dependencies…
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Can you create multiple workflows if you have too many actions for one?
Hoping this is an easy question. If you have an automation workflow that reaches the limit of blocks (too many actions), can you build a second workflow to pick up where you left off, or will that interfere with the first flow? My example is Condition path 1 - if state=X, request an approval from StateX email contact, if…
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Sending to contacts in a cell - How to limit who is contacted
I have an automated workflow that triggers an approval request once a form is submitted. The workflow is set up to alert contacts in a cell when the request is submitted. The contact list that would be alerted is the request approver. The approver is just one person from a list of approvers; I have another workflow set up…
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Move row to another sheet automation dropping contact
I am using automation to move completed tasks to another sheet; however, the assigned contact is not transferring to the new sheet. I have confirmed the format is the same in both sheets. Both are set up as contact columns. Has anyone experienced this and found a solution?
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Automation Workflow Error
I'm trying to set up an automation and I am getting an error that says: "Rows can't be added to the destination sheet because a column has the same name as a system column on the source sheet" Why am I seeing this error?
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Alert - Send to contacts in a cell not working
We have a simple trigger to run when rows are added/changed to alert the task owner (contact column). Its set up as "Send to contacts in a cell" and none of my users are receiving the emails. One user received 20% of the emails… but like 5 hours later. When I run test on a row… I receive the email no problem.
