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Merged: MORE SORTS ON REPORTS
This discussion has been merged.
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Formula or Automation Help
Im looking for the best way to set up this formula/automation (whichever is best): I have multiple columns collecting different contact names by title from a form: I need a formula or automation, that when "Admin Reviewer" = yes, then it takes the contact in "Project Admin" and adds it to another column titled "PT Proof…
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Systems and Services subscription renewal dates
I have a sheet which tracks the various systems we use and their monthly & annual subscription charges. We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly). A notification email would then get…
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Email automation
Hello, I'm in a little pickle here. Smartsheet can send out emails through automation. Those emails, especially when include an attached file, are not professional. I saw some users literally put a disclaimer in their email to ignore the links and highlighted information, rows, etc. That format is not acceptable. So, as a…
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Error Message: "Rows cannot be added to the destination sheet..." for my Copy Row Automation?
Hello All, How can we fix this error? The only change that was made was to the destination sheet and it was to change the owner from one person to another. Would that have anything to do with it? Here is the error in my workflow: Thanks! Ryan Holguin
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Perpetual Contract Renewal Formula
Hello All! I am trying to create a formula that will automatically update the end date to a contract based on a renewal timeframe. For example, Contract Start date 12.31.19, Contract end date 12.31.20 at the end of the contract, the contract will renew for 1 year perpetually on the same date. Right now we are at 11.8.24,…
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Copyrow Automation Not Working When It Said It Did
Hello All, Can you all help me understand why my CopyRow Automation didn't work even though the Activity Log said it ran? My thought is because changes were made to the ran within a minute after saving it initially preventing it from running even though the system said it did. I can send a snippet of the workflow if you…
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Change Status Based on Previous Row
I am trying to create a column formula that will change the status of a row to "Ready for Work" when status in the row above it changes to "Complete" I tried to follow the information that was provided this thread, but I keep getting #UNPARSEABLE: I already have an auto-number column (Job # - font is just in white based on…
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How to Quickly Count Applications in Use on Smartsheet?
Hello! Could someone help me with a question? Does anyone know how I can quickly get a count of the number of applications in use on Smartsheet? Or do I need to access each sheet one by one and check the logs?
