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INDEX and MATCH with CHILDREN across two sheets.
Hi All, I'm having some trouble using INDEX and MATCH together to pull data from cells on one sheet across to another. I'm making an assumption that this is the best method however if I'm mistaken, please advise. I have a situation similar to the below where "MainName" is a Project Name and data beneath it is it's child.…
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Recurring Reminders for the same Row/Action
Hello, I have a row/action that I would like to set an automated weekly reminder. I currently go in weekly to manually put in the reminder. Is there a way to automate this so I get a reminder on this task every Monday (at 2PM)? Michelle Rojas
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Basic automation not working
Hi, I've looked over the other answers related to similar questions, but none of the things mentioned are helping at the moment. I've set up a basic automation to alert us to a new submission, but none of us are getting notifications when the submissions come in. Could someone take a look at my automation and see what I…
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Removing rows based on a value
I've created an onboarding training template for new hires at my company using the following (https://app.smartsheet.com/b/publish?EQBCT=2a335ca126274786adde88923187b3ca). I've removed some of the original reporting features and added our own. I need to create a version of this that can automatically remove, and re-number…
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Automation - Update Requests
Hi - I submitted this as a question a while back, and thought it resolved itself, but the problem is still persisting. I have an automated workflow setup whereby when someone submits a Form, they receive an Update Request. The Problem The Update Requests are being sent out, according to SS, but people are not receiving…
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Move Rows Doesn't Work When Cell is Linked?
I am trying to setup a process using Smartsheet and the move row function doesn't seem to work. My process includes 2 sheets: 1. Sheet A 2. Sheet B When I change a specific cell in Sheet A, there is an automation to copy the row to Sheet B, which works perfect. Then, I have a DataMesh setup where the Source Sheet is Sheet…
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Automation: advanced options error?
I need help setting up this automation. It keeps coming up wiht this error and I'm not sure how to fix it:
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FROM and reply to email address
So I have a sheet that has a form attached to it. We use this for our sales reps to enter sales, for an order entry person to enter them in. With this, we built automations to alert/email the order entry person of a new sale. While multiple sales reps enter orders, there are times that the FROM address shows the registered…
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Move row automation based on age of start date
Hi there - I'm looking to set up an automation to archive rows to a new sheet where the date is 200+ days in the past. Currently I've archived everything greater than 06/30/2020. I'd like to get this set up so I do not have to update the automation every few months & am blanking on the correct parameter. Which condition…
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Condition Blocks & Automated Work - Multiple verification - don't work in reverse way
I have this condition that : 1) - if user submit 1 name in column 1) verification by STC S/PM (example : aaa) , upon verified in column 1) STC S/PM Status, it will seek STC Finance Status verification "in progress" (This flow have no problem) 2) - if user submit 2 names, 1 name in STC S/PM 1) verification by STC S/PM…
