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Merged: Delete functionality
This discussion has been merged.
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Automating date tracking and reminders
Hello, Im building a long-range fiscal quarter date tracking sheet with preloaded due dates over multiple years . I need reminders to notify the assigned person only when the item is active , still unsubmitted, and within 30 days of the due date. I also want to avoid excessive reminder frequency. Also i want to generate a…
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Automation - triggered within a set number of days before a date
Hi everyone! I need to set up an automation that is triggered within a set number of days before the date listed in a date field. I need the automation to send an alert email to a new hire at most 7 days before the start date. I know I can set the automation to send 1 week before the start date, but if the new hire's…
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Merged: Sheet Flag for Comments, Attachments, etc.
This discussion has been merged.
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Intermittent failure of selected Smartsheet automations
Hello, I am experiencing an issue with automations in Smartsheet. Some workflows continue to run normally, but others stop working intermittently even though they were previously functioning as expected. The issue does not appear to affect all automations, only certain ones. An important detail is that when the affected…
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Copy Row Automation Not Working
Good day, I have the above simple automation to copy a row to another sheet when a specific checkbox is checked. I am having two issues: The automation does not run when the box is checked When I run the automation manually, all the rows in the first grid, are copied to the destination grid. How can I fix the automation…
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Interactive Graphics
Here is my goal: I need to create an image where the image has multiple areas. If one clicks on the that are (much like an image map in HTML). Then I need a secondary window to open where the use would select the status on that area. In Progress, not Started, Complete. But also I need it to show the last note added to that…
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Help!
I have a vision i know what I want but I cant seem to figure out how to do it. Anybody up for a zoom or teams call to help me?
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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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How to Preserve INDEX Formula Data When Archiving Row?
The Issue My project-specific metadata sheets use INDEX/MATCH formulas that reference the Intake sheet using a Project ID. When the automation archives rows from the Intake sheet, these formulas break because they can no longer locate the source data. Example formula: =INDEX({Project Intake Name}, MATCH([Project ID 1]@row,…