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Automation: Copy cell value to another sheet
Hi, not sure whether this has been answered yet but my question is as follows: I have a sheet, Sheet A, that stores all the projects and their information, such as Project ID, project status. I have another sheet, Sheet B, that stores only projects that have reached a certain stage (ex. in execution). And I just want to…
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Collecting Dates in a Reoccurring Approval
I have a sheet that needs to be reviewed and approved by multiple individuals on a regular reoccurring basis. I have already set up the workflow for this to happen but I will need to keep a list of the dates they were previously approved. Is there a way to use a formula like Join/Collect to do this? When I try it will just…
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Autopopulated customized response after form submission
I don't think this is an option, but here goes. I have a form connected to a smartsheet that references another smartsheet to autopopulate text information based on a selection in the form. Instead of someone having to either 1) go in and view the autopopulated cells, or 2) the smartsheet owner emailing the submitter the…
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Auto populate a cell when inserting a new row
Hi all, I am creating a project plan with RAG symbols. However, when I insert a new task / row, I would like the green symbol to auto populate rather than remain blank. Is there a way to show this as the green ball when inserting a new row? (Image attached). I would like to do this without a formula if possible. Thanks in…
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Automation > Action Block : Create a new Grid sheet from a template
Is it possible to trigger an action block that will create a new Grid sheet from a template? I'm trying to create an automation wherein if a new row is added to an existing grid sheet it will trigger the creation of a new grid sheet from a template and copy the details of the new row.
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Copy Row Automation - New Row Remains Linked?
Hello, When using the copy row function in automation is there a way to designate the copied row as linked to the source row? The easiest use case to explain this function would be a Risk Register Rollup where projects maintain their own RRs and when new entries are made it sends those rows to the RR rollup. As status…
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Dates in Exporting Reports
Hi - does anyone know of a way to add a date to the title of an excel export so when I automate updates each file is dated? Right now it sends just the report name each time.
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Sending approvals through email?
I see that Smartsheet has the ability to let someone know they have a task due by sending them an email with the task details. I am wondering if it is possible to subsequently send an email on Due Date +1 to say "you had this task due yesterday, was it completed?" with a Yes or No button for them to click. If they click…
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Date Regenerating
Hello, is there a way to have information associated with a date to regenerate Every so often? For Example, we have a sheet that has an expiration date "Designation Expiration" and all the information after that is related to falling within that time period. We would like to have all of that information repopulate Every…
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Dynamic Fields Issue - Subject Line Issue
So... intermediate knowledge of Smartsheet. Weird issue. I've tried messing with the syntax and arrangement... Subject 1: "{{MeetingID}} - Notes" Automation Email Subject 1: "Changes to Meeting Log - Project: Project Meeting Minutes" Subject 2: "{{MeetingID}} - Action Assigned" Automation Email Subject 2: "Team Huddle -…