We have a sheet that collects basic award nomination information using a Form submitted by the nominator (indiv A). We then need the nominee (indiv B) to update their mailing address with us. We are using an Update Request automation to capture the address information on the same row in the sheet as the rest of the…
I am wondering if anyone can help point me in the right direction in setting up this smartsheet. We are trying to automate an email notification for over 100 employees for when they receive a time accrued balance at the end of the month. I was thinking each employee will have their own row with the time accrued balance,…
I have two sheets that have linked cells. I want to use the workflow to make the tasks from the second sheet disappear if the Status column says complete. Is this possible? I know how to set up a workflow to move cells to a new sheets but it does not seem to be working. Is this because I have the cells linked to another…
Is there a way to send a report monthly of changes that have been made to a sheet? The max length in the workflow is Weekly. Does anyone have a work-around for this? Thanks!
I set up some templates with automations for my colleagues to use. The intent is that they would adjust the automation settings to send the alerts to themselves. However, I continue to get "false" automation emails that are NOT tied to any of my sheets (i made sure all of my automations are correctly set up and the ID…
Hi All, I have created a workflow to copy the incoming data on to different sheets as per the criteria. Now my questions are: 1) Is there a way to only copy certain columns when automating the work sequence? 2) When the data is copied to another sheet, can it be copied on the top rather than bottom? Thanks in advance. :)
I am trying to figure out a way to send out batch update requests to a large number of people within my organization. I had seen a workaround of adding a checkbox that when checked it would trigger an automation, so I have been trying to test it out on a sheet that I have been using for just my own tracking purposes before…
Hello all, I wonder if any of you have created an automation workflow that sends the same alert multiple times. I have two people who are getting four emails every time the automation is triggered. I have changed the workflow to alert me, but I only get one email when triggered, so I am not sure why two different people…
I cannot for the life of me figure out why the most basic automation tasks are not working. I have checked my permissions and I should be getting notifications, but my workflow seems to work very sporadically. I want the email to be sent to the PM when the "helper box" column is checked just so I can see what the email…
I want a way to 'flag' a cell if it is out of range of two other cell dates. I haven't been able how to do that with conditional formatting because I can't set a condition to say if "this column" is NOT between "this column" and "this column" (where the dates change for each row). Is there a way to do that? I thought I had…