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Automation for When a Dollar Amount Exceeds
I'm the owner of the sheet. I'm trying to set up automation to notify me when a dollar amount exceeds $400,000 in the column titled MV. I can not get it to work and must be missing something. Here are screen shots. Any ideas?
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Automated workflow trigger not working
I have set up a series of simple workflows to change a cell's value based on data in another cell. If the source cell value is changed to "50%" for example, the destination cell will automatically be updated with the number 5. There are several different source cells being used, some of which are "yes/no", and some with a…
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Workflow condition starts with < N
We have a use case where an assignee is variable based on an ID 'number.' The ID Number starts with a letter code, and the assignee is IF ID starts with A-M THEN AssigngedTo = User1@domain.com ELSE AssigngedTo = User2@domain.com Clarification: A-M is A through M
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Is there a way to tell someone has acknowledged a task has been assigned to them?
I am running into trouble with staff who are saying they never received an update request or something along those lines; however, I have an automation that says it sent. Is there a way for the recipient to acknowledge they have been given a task?
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Email to Name Automation/function
Hi, Is there a way to change an email, entered into a cell, to the name of the person? I figured that I could created an address sheet and use a cross-sheet, matching/index, formula. However I am hoping that there is a more simple and less time-consuming way. Any information would be helpful, thank you!
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Can an update request be sent more often than once a day when it is set to be time triggered?
It has to be via time trigger since I have to send multiple rows for updating
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Workflows not functioning after Smartsheet copy
I created a copy of a Smartsheet that already had Workflows set up. My auto-emails are not sending from this new copy as they were from the original. The settings are the same and each automation is enabled. I even tried deleting and re-adding the recipients but it's still not working. Why could this be happening and how…
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Automated import of data
Hello community, I have a big table file which stores information about projects coming from various teams and systems.Could anyone tell me what can I use to automatically import an XLS or CSV from a OneDrive folder (once or twice a day) and over-write certain cells in the table? From what I've seen the Automated Workflows…
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Insert approvers name and date/ time of approval
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
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How do you automate a status updates in smartsheet with IF formula?
My organization would like to automate the statuses in a project plan. Could we create an IF formula to accommodate this logic? Examples: If the start date is in the past and the percentage is 0%, put status in yellow If the percentage is 100%, put the status in green If the end date is past due, put the status in Red