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Automated workflow triggering incorrectly
We have an Alert workflow that should not be sent for certain service lines. We currently us the "Any Value" trigger because we only want these sent when an Account ID is entered to the sheet. However, the conditions set to exclude that notice are still receiving the alert. Is this due to the "Any Value" trigger or is…
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Formula not working in Smartsheet when data is populated from form
I'm using a form to populate my Smartsheet. If N/A is selected from a dropdown list the completed column for that section should be checked (see below). I can get it to work when selected in the Smartsheet using formula =IF(([Loan Servicing]@row)="N/A",1) but not if the selection N/A is being populated from the form. Thank…
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Generating dates based on dropdown choice in another cell
Hi everyone, I'm very new to this and trying to generate a formula that will calculate deadline dates based on dropdown choices in another cell. If we get customer queries by phone, we have a deadline of 2 days' resolution; if we get them by email, it's 10 days. I would like to be able to auto-generate deadline dates for…
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Automations Not Being Replicated Correctly By Control Center
For my project - I want Control Center to recreate sheets that have certain automations linked to it. These automations copy/move rows to sheets in the newly created project folders. However, when a new project folder is provisioned using Control Center, the workflow still writes the copied row to the original sheet in the…
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How to automatically copy a cell value to the next column
Hi =), It is likely a very easy solution for you guys. I've two columns one for the client names (Dropdown list) and another one for OTHER ( if they can't find the client name from the dropdown). I wanted to bring the OTHER client name automatically to the client name once someone enters data in the OTHER column. Goal is…
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Automation from Cell Value
I'm trying to create an Automation that sends an email when a cell in column is above a certain value. I would preferably like to reference the value of another cell in the same row in the email. I only seem to be able to create the Automation when the cell is exactly a certain value not above a certain value. As an…
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How to connect symbols with text
Hi, I'm trying to connect the symbols to a column for "not started", "In progress", "Complete". Is there any way I can do it? I'm trying to change the text automatically when an assigned person change the status of the project. Please see the attached screenshot.
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Can we set cell linking based on conditions
I looked into a few formulas to do this such as if statements however I need to use cell linking because the value can be managed on both sheets. So if it changed on sheet A I also need that to update on sheet B (I have both an inbound and outbound link in the cell so it will work bi-directionally). But with cell linking…
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Today function issue
Hello Everyone, I want to address one issue that I am facing for a long time. I am using today's function in my sheet to check today's date for like birthdays or anniversaries and set the automation for 10 AM (Time zone in India (GMT+5:30). For Example - Assume on 23t December it was my birthday so at 10 AM I should…
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Alerts Not Sending Even if Adding an Attachment is the Trigger
I'm trying to create an alert so that when someone attaches a file to a row, the attachment and row information gets sent to someone else, but I can't seem to get it to work. Here's the workflow set-up: I DO get an alert if a new row is added with an attachment, but I need an alert for a row that already exists. I DO get…