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Merged: Automation Workflow - Action/Condition - Drag and Drop / Copy and Paste
This discussion has been merged.
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Tracking Missing Submissions
Hi! Thank you for considering this problem, I am very new to Smartsheet. I have a form that I have 10 regions complete monthly. There is a due date for each month. I would like to generate a report of those of the 10 regions that did not submit a report monthly. How would I go about doing this? Thank you again!
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CopyRow Automation Not Triggering
Hello Everybody, My team and I use the CopyRow Automation for project intake. Instead of using a form that feeds into a sheet, we manage two separate sheets: One for each of my team members (source sheet) One for the service team that performs the work (destination sheet) The CopyRow workflow is triggered when a field…
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How Can I Automatically Remove Outdated Rows for Updated Project Data?
How can I automatically remove outdated data from Sheet A in my Smartsheet, which pulls project data (weeks remaining and timeline variance) from multiple project summary sheets? Whenever a project's data changes, Sheet A adds a new row with the updated information, but I want to ensure only the most recent data is shown…
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Alert Automation- Populate Dynamic Column information by Clicking/Selecting instead of {{typing}}
Hi Smartsheet, Please make it simpler to populate columns in the Alert Someone automation. Clicking from a drop down would be much easier than having to type in the {{ }} and the column names. Thanks, Eric
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Autopopulate Answers
Hello, I am creating a survey that asks about the use of different facilities and it is possible that some respondents will use the same facility for different things. Is there a way for someone to click that the responses for the first set of questions are the same for the next facility's questions? I am hoping it would…
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Automation Not Running
Hello! I have an automation that is supposed to be running whenever an index-match returns a checkmark to change a cell value. However, this automation has not worked and I don't really understand why not. Any help?
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Copy select data over to a new sheet?
Hi Smartsheet, I'm looking to remove an automation Copy Row with another process and am looking for ideas, suggestions, help. Currently I'm using the Copy Row automation to drive data into an approved vendor list. The upstream sheet (vendor creation) is flooding the next downstream sheet (approved vendor) with unnecessary…
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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently a…