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LookUp Results then Automate Resonse
Haven't had to much experience with smartsheet, other than setting up some connections and sheets. Trying to accomplish this automation though; I have a connection adding rows/updating rows when source changes. I want to make a form or dynamic view (if possible) that allows a viewer/user to enter a PurchaseOrderNo…
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Unable to Run Copy/Move Automation
I have several sheets in which I utilize automations to move/copy rows from one sheet to another as the rows move through our workflows. So of course, each subsequent sheet has duplicate column names. I had to make a change that ended up completely breaking all of these move/copy automations. The change that broke…
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Rolling updates - can I automate data selection for dashboard?
I have a set of dashboards used to show the same data every reporting period. Reporting periods are 100 days long. They are identified as Start Month - End Month (x00 days). Is there a way I can automate data selection for my dashboards so that it picks the current reporting period ? Data feeding into the dashboard comes…
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Automation Copy Rows - Select a Destination Sheet
Hello, I'm running into an issue I've found through past forums. I'm attempting to copy rows from one sheet to another. I am the owner on both sheets. What could be the cause of this? Both sheets are in the same folder… Thank you
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How to Import MS Project File into Smartsheets, but with the Time stamps from MS Project?
When I try to import MS Project File into Smartsheets, it automatically treats the import as a project and hence the result only appears with the Start Date and Finish Date, and I lose the time stamps in from my MS Project File. I also tried taking an export of excel file first from mpp., but as I export to Excel, I lost…
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Copying rows, but without automatically adding every single column into the 2nd sheet
I didn't see a discussion about this with a quick search, so here goes: When I copy a row from one sheet to another, the 2nd sheet automatically gets updated to include every single column in the original sheet. This is a real hassle when I have 220 columns in the original sheet, but really only want 40 or so of them in…
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Any Issues with Automations Being Slow or Not Being Triggered?
For the past three years, we've been using Smartsheet boards, with one board dedicated to managing our production workflow. Once a job is completed, we remove it from the board to make space for other active tasks. This main board also triggers an automation that copies metrics from the primary sheet to a tracking sheet.…
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Add Grouping to Report Exports
When exporting a Report to PDF or Excel from Smartsheet, grouping and summary rows should be included. As I utilize a lot of automated reporting, via PDF, this would create consistency in the report view and exported view.
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Merged: Email a snapshot of a Dashboard daily.
This discussion has been merged.
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Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?