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Sequencing automations with no condition/trigger overlap - clearing top row after an automation
I'm hoping you can help! TL;DR in the weeds - I'm looking to use a change in the sheet to trigger an automation - but only act outside of the actual trigger TLD;DR big picture - I actually simply want to run two automations sequentially. As far as Smartsheet can tell they are entirely disconnected. (Their connection runs…
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Linking data from multiple sheets to one master sheet - then to a dashboard
Context: I have a team of people with their own individual smartsheet trackers that each contain identical columns. I want to have the rows on those individual trackers automatically populate/update in one master tracker where I can see everyone's data at once. I have already tried reports - this doesn't work for me. The…
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Send Smartsheet-Generated PDF Automatically to Email in Sheet, without a link to the sheet itself
Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartsheet automation emails the generated PDF to the Applicant Applicant Prints and gets the document notarized Applicant emails it…
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Duplicate/triplicate email from one notification
Hello! I tried the standard duplicate the notification and delete the old one already (which fixed it for a few days) but it has not started sending multiple emails again. This is the message I received "Hey, our head of recruitment just told me that the recruiters are getting like 8-9 emails every time a new hire…
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Automation is moving all rows instead of only those that meet the condition
Hi All, I have automation set up to only move rows where the summary checkbox is checked*. I added summary 2 and 3 to run more tests since this isn't working correctly. No matter what column I choose for the condition (Summary, Summary 2, Summary 3), it's still moving all the rows. I have no clue what's happening here so…
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Need to reference distinct values from another sheet
I'm looking for a formula to automatically pull distinct values from a column in another sheet to use in a reference sheet. Example: Source sheet 1 has a list of [CustomerID] and various other columns. Some [CustomerID]'s are listed on multiple rows. Reference sheet 1 wants to list all the DISTINCT([CustomerID]) values, so…
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Can I pull in information from one sheet to another when there are multiple matches?
I have a budget tracking process I would like some help setting up. See steps below: Employees fill out a budget request form for office events. On this form, they state the name of the event they are hosting, which office they represent, and how much they are requesting from a pot of funds. This is stored in the Primary…
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Troubleshooting Automation: Copying Only Top/Parent Row Instead of Entire Project Plan
Can you help troubleshoot the automation that's supposed to copy only the top row/Parent row of the project plan (which contains specific key information) into the 'Timeline Variance and Weeks Remaining' sheet whenever a project plan is updated? Currently, the automation is copying the entire project plan instead of just…
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Automation workflows not executing
I have like 8 automation work flows for when a row is changed it will change a cell, sometimes it works, other times it doesn't. The biggest one not working is recording a date. I know its not a delay because its been over a day since the last change and it hasn't updated. Here are two of the workflows I have, these are…
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Restrict number of times date is allowed to generate?
I am looking to formulate a column to generate a date based on the submission date and turnaround time of the type of task. However, we only want to allow each date to generate up to three times. If that date reaches a fourth date, then we want it to add a day to the generated date. Example: Doc1 received on 2/24,…