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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…
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Automated Workflow Monthly Archiving
Hi everyone, I am attempting to set up a specific automated workflow to perform archiving. Normally this wouldn't be an issue however I'm using this function to try and have a chart on the dashboard to display the current months data and 11 months prior - so it is a "rolling" chart so to speak. The nature of my current…
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How do I to create a non-linear routing system?
I am working on an approval routing system that is sequential, but is unique depending on who is filling out our form. I need a workflow that will rout based on the conditions below: Supervisor only Supervisor & Department Director Supervisor, Program Director, & Department Director In the workflow currently created, I…
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Does deleting information from a cell not count as "when a row is changed"?
Hello, community, I have my automation trigger set as "when a row is changed" in a certain field, but I noticed that deleting information from that field does not trigger the automation. Does information removal somehow not count as a "change"? If not, how do I set an automation when only certain fields are deleted (not…
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Copy Row to overwrite formatting/Formula
I am trying to create a new sheet from a template in Zapier, (which is working fine). But I am next trying to copy a row from a "Master" sheet to that newly created sheet. It does create the new row, however it is always one row beyond my pre-filled formulas. In the template I have a formula to read information in [Column…
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Update Request - Shows Sending, but Not Received
Hey all - Been using all the great functionality of SS for quite some time now. I have an Automated rule setup so that when a person Submits a certain thing, an Update Request is Automatically triggered. I've had several of our AEs reach out saying they're no longer receiving them, but when I go into SS, I can see that the…
