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Alert Automation- Populate Dynamic Column information by Clicking/Selecting instead of {{typing}}
Hi Smartsheet, Please make it simpler to populate columns in the Alert Someone automation. Clicking from a drop down would be much easier than having to type in the {{ }} and the column names. Thanks, Eric
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Autopopulate Answers
Hello, I am creating a survey that asks about the use of different facilities and it is possible that some respondents will use the same facility for different things. Is there a way for someone to click that the responses for the first set of questions are the same for the next facility's questions? I am hoping it would…
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Automation Not Running
Hello! I have an automation that is supposed to be running whenever an index-match returns a checkmark to change a cell value. However, this automation has not worked and I don't really understand why not. Any help?
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Copy select data over to a new sheet?
Hi Smartsheet, I'm looking to remove an automation Copy Row with another process and am looking for ideas, suggestions, help. Currently I'm using the Copy Row automation to drive data into an approved vendor list. The upstream sheet (vendor creation) is flooding the next downstream sheet (approved vendor) with unnecessary…
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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently a…
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Contact Format Changes - Affects Automation
For most users that have been in our Smartsheet account before, the format of the email address changes from "first.last@email.com" (even if they don't set up a profile) to "First Last". It still appears to be a contact but the automatic emails do not get sent unless I go to Edit Contact, remove the "First Last" and…
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Bulk toggling of 'Record a Date' automations
I have nice little script to iterate through hundreds of sheets and update contact fields that lack a display_value, so that names consistently show up instead of email addresses. But there are 'record a date' automations tied to those cells that need to be turned off temporarily to avoid triggering them and overwriting…
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Can I compare 2 columns to trigger an automation without using a helper column
I want to create an Automation that triggers when the "Actual Start Date" is greater than the "Expected Start Date" without using a helper column that stores the value of this comparison. Is that possible?
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How to create either a conditional formatting and/or use IF(AND) Formula for Attendance Tracker?
So I'm trying to create a formula or create conditional formatting for attendance. Every 1 Unexcused Absence within 45 days is 1 Occurrence that must be documented with the employee. Every 2 late arrivals/ tardies within 30 days count as 1 Occurrence that must be documented with the employee. So if my employee was…
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Generating Automatic Monthly report
Hello, I want to generate a report for for the sum of a dollar value received in a month across various business units. for example: in February, McDonalds 1 credited $800, McDonalds 2 $300, Mcdonalds 4 $500, and so on. I have a helper column already for when the line was closed and a separate column for the dollar amount…