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moving row to multiple sheets
Hello, I would like to move one row to multiple sheets at the same time. I have a setup that utilizes what I call "duplicate tables" whose job it is to receive the row and move it to the corresponding table. The challenge is I need a duplicate table for each move which could get clunky. Has anyone had a similar need? I'd…
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Smartsheets not staying saved.
Hi, I have a smartsheets that has a formula in that works out the number of days between a date and todays date. Therefore every day the No. days goes up and I have a dashboard off of this. The issue is that when the formula changes the No. days I have to manually go into the sheet and click save for it to get to the…
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Manual Workflow Trigger for Time Base Automations
Hello all, I was setting up a Workflow to trigger based on a condition at a certain time of day. It did not work, which is fine it was a test, but now in order to run that same test again, I have to move the trigger forward an hour and wait for it to reach that time. (Function is to clear a checkbox daily) Since I am…
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Calculate cumulative duration of time spent in each status where status changes are bidirectional
Hi, I have a problem I am trying to solve in a sheet that contains hundreds of individual requests. Each request starts with Status = 'New' and finishes at Status = "Complete" in between there are 3 review statuses, "Review Department A", "Review Department B", "Review Department C" depending on the department the review…
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Using Forms & Automation to Drive Leads
Good afternoon Smartsheet Community, We use Smartsheet Forms sometimes for some client contact forms to track real estate or other sales leads. We found it helps to use Forms and Automations to make it super easy to contact potential clients in a timely manner. I broke it down step by step with video walkthroughs below:…
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Automation - Run Workflow Daily
When an approval workflow is set to run daily, will the approver receive a single email each day containing all rows that need to be approved? Or will they still receive an individual email for every row that needs to be approved?
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Problem changing cell value to checked
Hello, I have a question: I set an automation for when the value of a cell equals 'Submitted' or 'Resubmitted' and where the value of 5 other cells say 'Approved' a check box should be checked. The automation setup in my mind is: When X happens, and meets Y condition, do X I do not know why, but I am not able to get the…
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How can I avoid reload of ID's that have been moved from active sheet to archived sheet
Dear, I have a sheet in which I'm uploading errors, which then need to be handled by other members. Those loaded errors are repetitive loaded for 14 days, but when a member is actually telling the error is closed it is moved to an archived sheet. Due to that move the error is fully reloaded in the error overview on next…
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Which formulae is it to compare 3 values and give me 1 of 3 different text options in a cell?
I have created a form that populates a sheet and the form asks multiple questions and then the sheet uses the answers to create 3 costs, so far very simple. However I want another cell to automatically display a result based on the 3 costs provided. I'm a contract manager and I will have 3 options I wish to display they…
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Auto move a row to become a child row?
I have set up my own annual leave system using Smartsheet and the approval workflow. The employee has to complete a form which then inputs the data for their line manager to approve or decline. However all entry's are added at the bottom of the sheet and then above them are master(parent) rows with children under them with…