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How to pull one column of data from one sheet to another and be placed in the corresponding box?
Hello, I have one sheet where information is collected for candidates we are looking to hire, and I need a specific column from another sheet of information to feed over to the candidate sheet in the column. The results that are fed over, must align with the correct candidate. Pictures below for reference. I tried…
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Solution to manage accidental deletion
Good afternoon, Recently we have started one of our sheets in Card View and on a handful of occasions, we have had users deleting cards (or rows) from the sheet, simply by clicking the delete button on the keyboard by accident. I have done a manual test on a copy of the sheet and doing so does not prompt the user to ensure…
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Add Custom, Pre-Set List of Update Request Dates
Smartsheet does not allow users to enter a list of unique dates for an Update Request to be sent out. The closest users can get to this feature is setting the Update Request to be sent on a certain day and time, however, this allows the user to enter only one date for one request (or a repeated sequence like daily, weekly,…
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Automation deactivation issue
Hi Smartsheet experts, I have a recurring issue with an automation deactivating itself, and I cannot for the life of me figure out what the problem is. The trigger "Status" column is manually adjusted - it is not connected to any other automation. Can anyone see an issue here that I'm missing?
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Issues with Attachments
Ok, I'm not new to Smartsheet but recently this simple automation has had me stumped. Pictured below is a simple automation we use to verify that an attachment has been added to each row in our system. IF attachment added or changed, THEN Change Cell Value. These worked beautifully all over our system until about a month…
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Automate when cell has contact added to remove all Pending Update Request for that row
When a form is filled out, and a row is added to my sheet, I have automation send to 3 recipients to update the "Owner" field. I want that Update Request to clear for all users and the whole row when an Owner/Contact has been added either through the button it sends/updates with or if anyone goes in and updates the…
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Record a date automation isn't working
I set up the automation below, and it's not working. When I change the status of a row to complete, nothing happens. If I go into the automation manager and select "run" or "test" the completion date column fills in with today's date. What am I doing wrong? This should be straight-forward. I've tried building this…
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Use Emails in Text/Number field in an Automation?
On a form, I have a field set to "Text/Number" as the "Field Type" with "Validation" → "Email" selected for that field. However, it seems I cannot then create an Automation that picks up that field/column as the contact for an automated workflow. Am I doing something wrong? If not, is there any work around to this?
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Integration Smartsheets >HubDB
I'd like to integrate a smartsheet that pushes data into a HubDB in hubspot. Is this possible? How did you make the connection?
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Trigger suggestions for blank updates request
Hi everyone, I have seen a handful of articles on this topic, but sadly none have made sense to me. I have a process where a student submits a form, which through automation is in turn sent to an employer using the "Request Update" feature. The employer is supposed to review the content and then complete a series of…