Automations

Discussion List

  • Automated Dashboard Metric Updates
    In Using Smartsheet
    Hello! I have a dashboard for one of my projects where I use a metric widget to share updates on each objective. I have an underlying sheet that sends out update requests every two weeks to the leaders of each objective. I have an automat…
    Accepted
    10 3
    Accepted Answer 10 views 3 comments Most recent by Paul Newcome Using Smartsheet
  • Appointment Booking Smartsheet?
    In Using Smartsheet
    Hi There, Just wanted to come on and see if anybody on here has created a booking system on Smartsheet either using a sheet or form. I would require to have a selection of dates with duplicated time slots (example. there would be 3 availa…
    Answered - Pending Review
    71 3
    Answered - Pending Review 71 views 3 comments Most recent by Gwen Rymill SBP Using Smartsheet
  • Convert form response in to standalone project?
    In Using Smartsheet
    Hi, I created a Smartsheet form to intake requests for support from my team. I'm not aware of an easy way to then create a project based off of the form response without having the Control Center add-on. Ideally I would like to set up a s…
    Answered - Pending Review
    14 3
    Answered - Pending Review 14 views 3 comments Most recent by Paul Newcome Using Smartsheet
  • Static Date/Time Stamp
    In Formulas and Functions
    I've looked around and I realize that this is a feature many people want within smartsheet. I was wondering if anyone has a workaround for this. I want to automate the start date to today but I don't want it to change so using =TODAY () wo…
    Accepted
    82 4
    Accepted Answer 82 views 4 comments Most recent by Mike Wilday Formulas and Functions
  • Automation Workflow - Moving Rows and Sending Messages
    In Using Smartsheet
    Hi all, I have set two workflows separately. I summary, when a status changes (2 possible values): Workflow A: alert specific people; Workflow B: move row to another sheet depending on the status change; Workflow A didn't go through wherea…
    Accepted
    12 3
    Accepted Answer 12 views 3 comments Most recent by Paul Newcome Using Smartsheet
  • Automation - Cancel Update Request Based on Conditional Logic
    In Formulas and Functions
    Is there a method to use a workflow to cancel a pending update request? Let's say I have a user who receives an update request through a reoccurring workflow, and rather than use the Update Request form in the notification, they opt to edi…
    Accepted
    16 1
    Accepted Answer 16 views 1 comment Most recent by Paul Newcome Formulas and Functions
  • Automation Workflow: Request an update
    In Using Smartsheet
    Hello Smart sheet hive mind! We're looking to send clients a "Request to edit" workflow from one of our sheets. I have a few questions regarding the Workflow, if anyone could help: When we send a request to edit, We noticed the r…
    Accepted
    23 3
    Accepted Answer 23 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Automated RYG Based on % Complete Formula Help
    In Formulas and Functions
    Hi, I'm trying to automate the RYG colored balls so they automatically change colors based on the percent complete entered. I watched a video, read through the suggestions from the community, and was unable to come up with a formula that w…
    Accepted
    26 2
    Accepted Answer 26 views 2 comments Most recent by Susie Wachowski Formulas and Functions
  • How do I automate the creation of a project schedule from a form submission?
    In Formulas and Functions
    Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a …
    Answered - Pending Review
    23 2
    Answered - Pending Review 23 views 2 comments Most recent by Andrée Starå Formulas and Functions
  • INDEX and MATCH with CHILDREN across two sheets.
    In Using Smartsheet
    Hi All, I'm having some trouble using INDEX and MATCH together to pull data from cells on one sheet across to another. I'm making an assumption that this is the best method however if I'm mistaken, please advise. I have a situation similar…
    Accepted
    43 4
    Accepted Answer 43 views 4 comments Most recent by Mark Cronk Using Smartsheet