-
Copy row automation not working
Hi all, I have set up an automation to copy rows that have a specific types: Action, Risk, Issue, Decision. However, the automation also picks up rows with other types (like "Agenda item" as screenshot below) Does anyone have a solution? (Original sheet) (Sheet where the row is copied) (Automation)
-
Copy a Row Automation in Control Center
Hello Everyone, I am recently started working on the Control Center. In my blueprint, there is one Automation workflow "Copy Row into Completed Sheet". So the Condition is if the Completed task is checked then the row moved to the Completed sheet. But when I create a new project using the control center then in this…
-
When a parent is marked complete how to mark remaining children tasks complete
I have a list that has many parents in the sheet and below that are 4 children tasks. Each have a due date. Not all will need all 4 tasks. How do I have it so when then parent is marked complete it will mark the 4 children tasks complete. This way it will not send notifications if overdue since they will be marked…
-
Can I attach a form to a Gantt chart to be sent out automatically when milestone is met?
I want to attach a form to a Gannt Chart, so that when a specific milestone is met, the form will automatically be sent to be filled out. I am using the Gantt chart to track multiple jobs, and I want it to send out checklists at certain times during the job process. I created one of the checklists as a form in another…
-
How to Assign People from another Contact Column
I want to assign people in a column to be the same as the contacts assigned in a previous column, unless the user overwrites the new assignment. I.e. if the Stage = "Step 2", the Step 2 Owner will be the same as the Step 1 Owner - unless overwitten to be something else. So far I've found that the "Assign People" automation…
-
Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
-
Field Service Management in Smartsheet
Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedule of availability of said technicians I envision some form of a 'lookup' worksheet where appropriate and relevant data from…
-
Is there a work around to capture modified by for a cell instead of the row?
Hi everyone, I’m working with Smartsheet’s Dynamic View and I’m wondering if there’s a way to automatically enter the email of the person updating a specific cell into another cell. I only need the email to be captured when a particular cell is updated, not the entire row. Modified by will not work because that changes any…
-
Can i move child rows to another sheet and copy the parent row across too?
At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this that adds 3 new rows under each parent row once a new quarter begins.
-
Control Centre Automatic Move Automation Rerouting
I have a Control Centre Blueprint that contains two sheets, let's call them Sheet A and Sheet B. Sheet A has a Move Automation that sends the row to Sheet B. I would like it to be that when Control Centre provisions a new set of sheets, let's call them Sheet A' and Sheet B', the provisioned automation on Sheet A'…
