-
Merged: Automation Workflow Message Formatting
This discussion has been merged.
-
Merged: Automation workflows - in order of operation.
This discussion has been merged.
-
Returning same date as selected date in a dropdown column
I have a list of dates that people filling out a form can select from a drop down column. I originally had this set up so that the user would fill in the date within a date column but now I want it with the list of dates rather than making them find the exact date themselves. I had 2 column formulas that took that date…
-
Automation of additional line items and events once original event date created
I am trying to create a detailed calendar for my team. I would like it so that when I create an event, depending on the event type, Smartsheet knows to create additional events on certain dates before and after this original event. I would like the rows to be added automatically to the sheet once the original event is…
-
Looking for a consultant to help build intranet/dashboard & basic CRM.
Hello, I am looking for a Smartsheet expert who can help us build a custom dashboard for internal and external use. We are based in Los Angeles, but most of our team works remotely. So are you / or do you know an English speaking Smartsheet expert, who we can hire for support and who has time the coming month? Thank you,…
-
Automation triggered copy one cell to another on same sheet
Hi , I would like to be able to "check" a box in col A which will trigger a copy of the content in col B to Col C (but not change value as long as the checkbox is checked) I want to use this to flag a specific line/task as one which is due data is important for me so I want to copy it to a column "important dates" but the…
-
Copying rows to new sheets based on multiple selections in one column
Hello, new to Smartsheet so might not use the correct language, but hopefully someone understands what I need! In my company we host CPD sessions where suppliers will come in for an hour over lunch and teach us something new. We need to keep a record of these sessions and who attended them. I have set up a sheet where I…
-
Automatically enter date at start of month
Hello, I have a Smartsheet that I'm using to calculate monthly metrics. I would like the sheet to auto update as time passes to add a new line for the new month. The sheet currently has a column titled "Start Date" and the first 10 rows of the sheet are the first day of the month from Jan - Oct 2024. The automation I have…
-
Modified by automation instead of name
Good afternoon, If I send a request for info and there is a check box, if they click on the box via the request in the email, it says it's modified by: automation@smartsheet.com instead of Bob. Is there a way to get the person who clicked on the boxes name on there instead of automation? Thanks
-
Alert Automation Not Working
I've set up a workspace and configured around 20 automations so far. However, I'm encountering an issue where the Alert Automations aren't functioning as expected. While the Approval Automations trigger correctly when tested, I’m not receiving the final alert once all approvals are completed. This issue also extends to…
