-
Record a Date - Formula Issue
Is there a known issue with the Record a Date automation where, if the triggering action is created by a formula, the automation doesn't work? Context: I have a Record a Date automation set to run in the "Event Complete Date" column as soon as the "Event Achieved?" column changes to "Yes" "Event Complete Date" is a Date…
-
the same source and destination name
Hello together, I'm trying to copy the entire row to another sheet when the status changes, and I'm getting an error message saying that the row cannot be added because the name of the source and destination is the same. When I created a test sheet with the same column names, it worked. How do I find the error? Thanks for…
-
New Comment/Attachment Alerts
Hi all, I created a workflow to send a notification if a new comment or attachment is added to a ticket. We have a ticket "Requestor" and then an "Assigned To" user. I have the workflow alerting the Assigned To user a notification if a new comment/attachment is added to a ticket # (row). Is there a way to filter or edit so…
-
How to only Sum values for unique requests with a specific request type
Hello, I have created a sheet to calculate some data points based off of an archive of requests that get pulled from an Automation when Estimated Completion Date and Actual Completion Date are changed, and I am trying to setup a columns to display the Average Days to Completion for each request type to help with estimates…
-
Unique Information in Smartsheet Form
Hello! I am working on a survey in Smartsheet that will request updated/missing contact information from our customers. In some of the questions, we would like to show the customer what we have on file and then have them update if needed. Is there a way to pipe this information into the survey that would be unique for each…
-
Archiving- Quick Way to Turn off all Automation Workflows
We have hundreds of project sheets created and archived every year and when archiving, we have a process of turning off all automation workflows so that they are not triggered once the project is completed. Some of the sheets have +10 automations on them. It would be great if there was a toggle button that would turn off…
-
Ability to 'CC' someone on an autommation
Hello, I have a standard alert for when a task is marked 'Complete' to send the Owner of that task an alert. I also need the same email alert to go to two other people. In other words when the task is complete, send Owner + 2 others an alert. Where the Owner is different for each task but the 2 others remain the same How…
-
Options for the "Copy Rows" Automation
Hi, To implement my idea, I would need "Copy Rows" automation options where I can specify which cells of a row should be copied, where I want to place them (Top and Bottom), and if possible, an option to define in which columns my copied cells should be inserted. As an example, let's track ideas from around the world.…
-
Copied rows at the top
Hello everyone, How can I consistently insert copied rows at the top in Smartsheet? I look forward to your response.
-
Automated Email Format / Content
Hi there, I’m working on an automated email that I need to go to stakeholders once per month and cannot get to work. In short, I want a monthly series of emails to go out from a sheet. It should be one email per customer’s data rows, but the email goes directly to the salesperson (Contact column) and has *all* rows for…