-
Contact Format Changes - Affects Automation
For most users that have been in our Smartsheet account before, the format of the email address changes from "first.last@email.com" (even if they don't set up a profile) to "First Last". It still appears to be a contact but the automatic emails do not get sent unless I go to Edit Contact, remove the "First Last" and…
-
Bulk toggling of 'Record a Date' automations
I have nice little script to iterate through hundreds of sheets and update contact fields that lack a display_value, so that names consistently show up instead of email addresses. But there are 'record a date' automations tied to those cells that need to be turned off temporarily to avoid triggering them and overwriting…
-
Can I compare 2 columns to trigger an automation without using a helper column
I want to create an Automation that triggers when the "Actual Start Date" is greater than the "Expected Start Date" without using a helper column that stores the value of this comparison. Is that possible?
-
How to create either a conditional formatting and/or use IF(AND) Formula for Attendance Tracker?
So I'm trying to create a formula or create conditional formatting for attendance. Every 1 Unexcused Absence within 45 days is 1 Occurrence that must be documented with the employee. Every 2 late arrivals/ tardies within 30 days count as 1 Occurrence that must be documented with the employee. So if my employee was…
-
Generating Automatic Monthly report
Hello, I want to generate a report for for the sum of a dollar value received in a month across various business units. for example: in February, McDonalds 1 credited $800, McDonalds 2 $300, Mcdonalds 4 $500, and so on. I have a helper column already for when the line was closed and a separate column for the dollar amount…
-
Is there a way to create automation workflows from Proofs?
We're exploring ways of using PROOF as a way to get approval on requests. The Proof screen only allows the reviewer to select Approve or Require Changes. If we have the reviewer click on Require Changes and enter "Denied" into the comments, can we create an automation that would update the status column to "Denied"? We're…
-
How to tirgger multiple different actions in response to a single Automation Trigger?
In response to a Trigger, I'd like to perform two actions: Change cell value Record date However, when I attempt to add the second action, I get this message: Selecting this action will remove its subsequent actions and conditions. I understand that this can be done using two different Automations, but I'd like to keep…
-
Automation Not Running as Scheduled, Nor Consistently, But Sometimes at Random?
I have 22 projects with identical tracking sheets and identical automation set up on those tracking sheets. The automation has been set to run every Friday for the last month. It just copies the current rows to another sheet, that other sheet becoming a "ledger". I have one column that says "todays date" so when I go to…
-
Updating alert recipient in automation
Hello! I built out a form in Smartsheet and set up an automation workflow to notify a specified recipient whenever a form is submitted online. I'm trying to get the notification email to go to a shared email, but every time I enter the shared email under Alert Someone > Send to specific people, and hit "Save", it reverts…
-
Automation no longer working
I have a project intake sheet with an automated email to me whenever a new project is submitted. It was working and now it's not, and I'm not sure why. Here's a snapshot of the automation: I am receiving the notification in Smartsheet and I've made sure that my automation settings are set to "unrestricted". I've also…