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Sheet to Sheet with Parent Rows
I have created a sheet that when a check box is marked it moves the entire row to another sheet. I was wondering if there is a way that when the row moves to another sheet if I can have it populate the information under a parent row? Example my Scheduling sheet moves the row to my Machine sheet. My scheduling sheet I make…
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Meeting Minute Tracking
Know how to track the previous meeting minutes without having to expand all parent and child rows so you can copy it on the next available line and enter or remove information for the next meetings. Have an option to generate a pdf that can be logged on a separate sheet for review of the meetings that you have throughout…
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Is there a way to duplicate a line with slight modifications to one cell?
I'm trying to find a way to duplicate a line based on data from another cell. For example, if I have a line that includes A, B, C, and/or D in a list in one cell, I'd like to make duplicate lines where the Primary column name is changed to {Primary column} - A/B/C/D, while all other data from other columns is preserved.…
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Pulling data dynamically from standard project folders
We found a template for multiple projects that uses a standard folder setup to keep Reports, Project Plan and Dashboards for each project within its own project folder... allowing us to have the separate lists of tasks and RFI's, rollups organized for each project rather than a forever-growing list of entries from old…
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Edit Saved Workflow not working
I am trying to edit an existing workflow, but when I go into Manage Workflows, and try to edit or duplicate a saved workflow nothing happens. I do not get any kind of error message, it just literally does nothing when I select either Edit or Dulplicate the workflow.…
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Dashboard not updating after Sheet changes
For a number of years, our team has been reliant on a PDF Dashboard to issue to our clients. Recently, we have noticed that after new data is input into a Sheet, the Dashboard no longer reflects these changes automatically. Our system is programmed to work in the following manner. (A three-step process -…
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Managing Multiple Weekly Update Requests
Hi - Wondering if anyone here can help. Our IT organization has a master source sheet tracking all the project requests for the team. Requests are made through a Smartsheet form which inserts a row on the master source sheet. As part of the development request, the PMO send out weekly automated update request to each of…
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Merged: New feature to track, monitor and manage all notifications that are being sent out via Auto…
This discussion has been merged.
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Automation Workflows to add multiple Multi-Select field values
Is it possible to have multiple automation workflows that will simultaneously or sequentially process to add multiple values into a single cell? Here's my scenario. I've got data that gets entered into a sheet that has the potential to be missing elements. The hope is that my users will correct those gaps, but once…
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'Change Cell Value' Automation Has Stopped Working
Hi all, I have the below automation in place on one of my sheets. It was working for a short time, but within the last week it has completely stopped. For context, the 'Shot By CQ' column is formula based and automatically stars itself when conditions are met in one of my other sheets. This seems simple in theory, but I'm…