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I have a situation where I need to be able to move attachments across sheets as part of our workflow. I've looked into using Automation and Data Mesh and don't see how I can do this without Automation→ move row functionality. I don't want to move the whole row, just the attachments. I'm already using Data Mesh to connect…
Can I update a dashboard to change status based on another linked sheet? E.g. once tasks 1, 2, and 3 are done I would like the card to automatically move to the next lane/status.
I'm trying to track which users are granted access to various systems. What I would like to do is to have one grid which lists all the System IDs (and various properties as columns) with one system per row, and a unique System ID for each system. Then I would like a grid that lists each user as a row, and the column…
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…
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…
Does anyone know if the options in a drop-down can be linked to a table? I have a sheet that users can pick a "provider" from a drop down list. That provider is associated with a vlookup that helps to populate other columns in that sheet. However, the "provider" list is dynamic and changes when a new provider is added to…
My document generator on 2 of my sheets just stopped inputting the data into the PDF forms. It will name the file correctly using one of the data fields but won't put the data in the file anymore. I remade my form and the automation like 10 times! The file is small, sticker size 2.25 x 1 and has a barcode font on it. This…
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
I have two sheets that utilize the auto number column for tracking two different things. sheet two has all of the data sheet one has, including the ID that is autogenerated on sheet one (manual input into sheet two), but it also has additional columns such as the autogenerated sheet two ID. I wanted to create a workflow…
