Automations
Discussion List
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Automated Dashboard Metric UpdatesIn Using SmartsheetHello! 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…
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Appointment Booking Smartsheet?In Using SmartsheetHi 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 views 3 comments 0 points Most recent by Gwen Rymill SBP Using Smartsheet
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Convert form response in to standalone project?In Using SmartsheetHi, 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…
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Static Date/Time StampIn Formulas and FunctionsI'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…
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Automation Workflow - Moving Rows and Sending MessagesIn Using SmartsheetHi 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…
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Automation - Cancel Update Request Based on Conditional LogicIn Formulas and FunctionsIs 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…
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Automation Workflow: Request an updateIn Using SmartsheetHello 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…
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Automated RYG Based on % Complete Formula HelpIn Formulas and FunctionsHi, 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…
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How do I automate the creation of a project schedule from a form submission?In Formulas and FunctionsHoping 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 views 2 comments 0 points Most recent by Andrée Starå Formulas and Functions
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INDEX and MATCH with CHILDREN across two sheets.In Using SmartsheetHi 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…
