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Automation to Send Notification to Shared Mailbox
I am trying to send a notification to a shared mailbox, when a row is added (from a form), with certain criteria within one of the fields on the row. Ideally this row would contain the information from the submission (similar to what is sent when submitter selects 'Send me a copy of my responses'). If this is possible,…
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How to maintain formula generated data when a line moves to another sheet
I have a sheet that is arranged with parent/child lines to track new recruits for positions within the company. The parent line is the position name and the child lines are the individual recruits being considered. When we're done hiring, we'd like to keep some recruit's info for future hiring, but in another sheet. I set…
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Merged: Log automated workflow actions on the Activity Log
This discussion has been merged.
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How to prevent or recover deletion of rows
Is it possible to prevent the deletion of rows in a sheet? Specifically, in cases where a user legitimately requires editor permission to the underlying sheet and where the row cannot be locked (as continued editting of the row is required.) If not, what are some strategies for recovering a row that has been inadvertently…
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Project Management with tracking costs
I am a construction project manager and built sheets that include actual costs for individual tasks, departments and overall project. I update the costs cells as invoices come in by manually calculating then entering in new amount. Ex: Plumbing: week 1 $300, week 2 $250, week 3 $150 = $700. I enter $700 in cell. I'm…
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Automation not triggering all of the time
Hi Smartsheet community, I've always tried to answer questions but this is my first time posting. So I have formula =IF([Project Status]@row = "Complete", 1, 0) set up in the "Complete Check - Hide column" to check the box when the project status is marked complete. The project status column is tied to several other sheets…
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'Record a date' automation action does not recognize date column
Hi, I have a date column in a sheet (which is used for schedule calculations, so the type cannot be changed); I am now trying to add an automation to fill in this column if another changes and this is blank. However, when I try to deploy the 'Record a date' action, it says that there are no date columns…. How do I resolve…
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Automated email with number of pending records
Hello, I use Smartsheet in such way that people are asked to provide data on many records and then that data needs to be approved by one other person (always the same person). I would like to set up an automation that, each morning, checks to see if there are records waiting to be approved, and if there are, sends an…
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Introduction
Hi all, my name is Vesna and I work as a senior project manager in regulatory affairs for medicines. I am so excited to use the Smartsheet!
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How do I get a column that shows the automated % complete for each activity?
I am struggling to get any formulas to work, I need a column that shows the percentage complete from the start date to the finish date - shouldn't be that hard but this is causing me so much grief. Every formula I find doesn't seem to work and I am not savvy enough to know how to update the formula so that it can work.…