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Automations not working
Hi I am trying to get an automatic alert to be sent out to certain email addresses once 3 tasks are completed. I have included these tasks as 'conditions'. However, this does not seem to be working. I only receive the alert if one task is selected. Is there a way around this?
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Is it possible to automate export of specific cells on a triggered event?
When our "Completed" column is checkmarked, we wish to export that row and its children rows to an external file such as .csv, Excel, or Google Sheets. If possible, we would also like to export the attachments for those rows as well as reformat this data. Is this kind of automation possible? Built-in, 3rd party…
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Is there an API for automating parent/child indentation from a form?
Hi! I am trying to create a smartsheet that automatically indents child rows from a form submission. Right now, there is a main "parent" form, then a linked "child" form that creates a new row under the first, but they all come in at the same level of hierarchy. I'm looking to automate the indentation because there are…
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Is there an automated workflow that populates data in cells based on triggers and conditions?
Hi Smartsheet SMEs! Please share any success you've experienced in creating a workflow to automatically populate cells using select triggers and conditions without using a formula. Thanks in advance for your feedback/suggestions. Edwina -
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Checkboxes to Generate List
Good evening! I need a little help to see if what I want to do is even possible. I am wanting to create a list of people based off of a response to a checkbox. For example, if someone completed a form with their name, address, and other fields to include checkboxes, and checked a box titled 6/7, I would want that person's…
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When configuring an email like an update request, what are the domain options?
e.g., would it come from carolyn@smartsheet or could it come from carolyn@uva?
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Automatic project creation and reporting
Dear community, I have a scenario which gives me quite a headache. I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set template. The form will have multiple fields. Once the form is submitted it will have to trigger an alert/reminder for…
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If/then statements and automation
Hi team, I'm struggling with a request. Not sure if it's a Friday burnout or not. I was asked if we could populate one column of a sheet with a value if it could change the value of a different column. Ex: when selecting a percentage complete value (0, 25, 50, 75, 90, 100), would like for value selected to populate Phase…
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Automatic back up request
Hello everyone! Is there a way to set an automatic weekly back up request? At the moment we do it manually on a weekly basis but automatic it will make it a lot easier and will reduce human error forgetting to do it.
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Calculation Sheet for multiple sheets
Hi Guys I have a calculation sheet that is currently bringing in data from 3 external sheets in order to be able to create reports and graphs for dashboards etc My problem is that I am conscious I will reach my cell link limit, along with the fact that 3 or 4 more sheets will soon have to be included in calculations,…