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How do I send row data to an email contact in the same row every 30 days?
I am wondering if anyone can help point me in the right direction in setting up this smartsheet. We are trying to automate an email notification for over 100 employees for when they receive a time accrued balance at the end of the month. I was thinking each employee will have their own row with the time accrued balance,…
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Workflow and cell linking.
I have two sheets that have linked cells. I want to use the workflow to make the tasks from the second sheet disappear if the Status column says complete. Is this possible? I know how to set up a workflow to move cells to a new sheets but it does not seem to be working. Is this because I have the cells linked to another…
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Monthly Reminder Automation
Is there a way to send a report monthly of changes that have been made to a sheet? The max length in the workflow is Weekly. Does anyone have a work-around for this? Thanks!
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Is there a way to track where an automation is coming from?
I set up some templates with automations for my colleagues to use. The intent is that they would adjust the automation settings to send the alerts to themselves. However, I continue to get "false" automation emails that are NOT tied to any of my sheets (i made sure all of my automations are correctly set up and the ID…
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Automation Question
Hi All, I have created a workflow to copy the incoming data on to different sheets as per the criteria. Now my questions are: 1) Is there a way to only copy certain columns when automating the work sequence? 2) When the data is copied to another sheet, can it be copied on the top rather than bottom? Thanks in advance. :)
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Update Request Help
I am trying to figure out a way to send out batch update requests to a large number of people within my organization. I had seen a workaround of adding a checkbox that when checked it would trigger an automation, so I have been trying to test it out on a sheet that I have been using for just my own tracking purposes before…
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Basic Automation flows not working
I cannot for the life of me figure out why the most basic automation tasks are not working. I have checked my permissions and I should be getting notifications, but my workflow seems to work very sporadically. I want the email to be sent to the PM when the "helper box" column is checked just so I can see what the email…
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Flag or Conditional Formatting?
I want a way to 'flag' a cell if it is out of range of two other cell dates. I haven't been able how to do that with conditional formatting because I can't set a condition to say if "this column" is NOT between "this column" and "this column" (where the dates change for each row). Is there a way to do that? I thought I had…
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Making mandatory an update request in automation workflow
I would like to know if in an automation workflow is it possible to make it mandatory to modify or change a column data or field in the request before making it complete. I have set a Field of the status of Our customers, and in a certain moments I need our sales team to update some columns,... I did a workflow to send…
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Automating Status of "Completed"
I want to be able to have all tasks with a status of "completed" moved to the bottom of my parent section. I don't want to move to another sheet, but instead to the bottom of the parent. Is there a way to do this? Formula / Automation? Thanks in advance! -mc