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One sheet creation to trigger the creation of a second sheet
Response to Pro Desk 07270893 session. I have a form set up that creates an entry into a sheet. I am looking for when the form creates the entry into the sheet, to trigger a 2nd sheet (different sheet) and attach the 2nd sheet link in the attachments of the original sheet entry.
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Automations not kicking off when cell updated from a report
I have projects with automations that update a target cell after a source cell has been updated. Specifically: if % Complete = 100%, set Status to Complete. The automations work when I'm updating from within the project sheet. But when I update % Complete from my master report that aggregates all my projects, then I notice…
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Edit send "from" email address
Remove owners name from automation emails and allow "user@smartsheet.com" or the user that triggered the automations email address
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Data Shuttle adding rows not triggering automation
I have an automation set up that when a row a added and [*department* Completion Status] is empty them change [*Department* Completion Status] to "WIP" Does Data Shuttle trigger automations to run? if not is there a way to work around this?
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Multiple Problems on Same Sheet
I'm having multiple issues right now with this sheet I am trying to create for an inventory. 1: I created automations to generate documents, two different automations based on the Name of the item added. This worked but was creating multiple documents on the same row at the same time, and thus triggering an alert to a…
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Add Grouping to Report Exports
When exporting a Report to PDF or Excel from Smartsheet, grouping and summary rows should be included. As I utilize a lot of automated reporting, via PDF, this would create consistency in the report view and exported view.
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Cell linking automation
I've been able to link cells from sheet to sheet but I can't find resources or videos on how to automate the process. I have to manually type the formula in the column of the other sheet whenever a new row is added to the master. I have a master sheet. When a certain status is selected at a row level, I would like to…
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Permissions and Controls: Being able to set row controls/permissions based on a contact in a column
Our team has run into the issue within one of our collective department initiative tracker and intake system with how to ensure teams cant changes columns and rows that dont belong to them. Example Problem: Our team has created a initiative tracker system that allows team members to view or add strategic initiatives to our…
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Automation not displaying sheet I'd like to move rows to
I've had this issue before and still continue to have this issue where a sheet that I create (for archive purposes) is not displaying in the automations for me to move rows to. I created this sheet last Friday and it's Monday now, and the sheet is not displaying. Does anyone know why this is? This isn't the first time this…
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Workflow Automation Wait Logic
I'd love for the ability to add wait logic, which would be added somewhere in the middle of an automation, which would wait for certain criteria to be met before moving to the next stage. This could allow for my current process, involving a series of eight different automations into a single one, waiting and checking on…
