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Automation function acting weird. Need a solution
I have an automation work flow that alerts my people of projects due within the week. Instead of the email showing it came from "automation", it is showing to come from other team members: This happens on my other automation workflows on other sheets as well. Is this happening to anyone else and is there a solution to…
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Hierarchical numbering patterns?
Anyone with experience setting up hierarchical numbering schemes? I want to add a column that is hierarchically auto-numbered such that child rows are added to the numbering scheme as increased decimal points. For example 1. Row 1 --1.1 sub item of row 1 ---1.1.1 sub item of row 1.1 ---1.1.2 sub item of row 1.1 ---1.1.3…
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Integrating Smartsheet with my app
Hello, I am working on a web application that manages projects for my company. Our salesmen use smarthseet to put in new projects requests, then we have a team that uses the data submitted by the salesmen to manually create these projects on our web app. My management is looking into automating this process, hoping to be…
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Parent function to auto-populate cells
Hi everyone, Wondering if someone could help me with a formula to auto-label cells. I'm creating a project tracker for my team on Smartsheet and have automation set up for approval process, and also so completed tasks are moved to a new sheet. The problem is, on both instances, the row itself might not contain all…
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Automated workflow log
Hello, Is there a way to see a when an automated workflow is triggered in smartsheet? Specifically around the time sent and who the recipients were. When I check the activity log, I can only see when a automated workflow has changed. There has been a few cases where an automated workflow doesn't send out to the particular…
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How you do get an automation to send an "Alert Someone" email.
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Weekly tasks automation on task management
Hello, I'm optimising a task management sheet with automation and would like to know if there's a way to use automation to create a row? Some tasks are weekly, and it'd be great if they could be automatically added in every week, so the owner can get notified and mark them as completed each week. Is this possible?
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How to automatically copy the approved documents into another grid or sheet?
Hi, I have a grid or sheet where the rows which document status is already "SPC-approved" need to copy or populate to another sheet called "Approved Docs". Is there a way where this Approved-Docs sheet can automatically copy or get those rows with "SPC-approved"? Please lead me to an idea like formulas, automation…
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Move row automation/ Advance options
Hello, Is there a way to select the fields (columns) one wants to move to another sheet thru Move Row automation? One can use Advance Options> Column Visibility to select what to show for Alerts/Reminders and even in the approval workflow but it's not an option when moving/copying rows. Thanks
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Need assistance asking people who haven't responded to a form to fill it out.
I have two sheets. One with contact information and another with the fields for a form. I have a formulated column in the contact sheet that compares information to the form sheet and determines if the person in the row, or a representative from their company, filled out the form, basically like a V lookup. My question is…
