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Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
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Merged: Automation Workflow Message Formatting
This discussion has been merged.
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Merged: Automation workflows - in order of operation.
This discussion has been merged.
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Returning same date as selected date in a dropdown column
I have a list of dates that people filling out a form can select from a drop down column. I originally had this set up so that the user would fill in the date within a date column but now I want it with the list of dates rather than making them find the exact date themselves. I had 2 column formulas that took that date…
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Automation of additional line items and events once original event date created
I am trying to create a detailed calendar for my team. I would like it so that when I create an event, depending on the event type, Smartsheet knows to create additional events on certain dates before and after this original event. I would like the rows to be added automatically to the sheet once the original event is…
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Automation triggered copy one cell to another on same sheet
Hi , I would like to be able to "check" a box in col A which will trigger a copy of the content in col B to Col C (but not change value as long as the checkbox is checked) I want to use this to flag a specific line/task as one which is due data is important for me so I want to copy it to a column "important dates" but the…
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Copying rows to new sheets based on multiple selections in one column
Hello, new to Smartsheet so might not use the correct language, but hopefully someone understands what I need! In my company we host CPD sessions where suppliers will come in for an hour over lunch and teach us something new. We need to keep a record of these sessions and who attended them. I have set up a sheet where I…
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Automatically enter date at start of month
Hello, I have a Smartsheet that I'm using to calculate monthly metrics. I would like the sheet to auto update as time passes to add a new line for the new month. The sheet currently has a column titled "Start Date" and the first 10 rows of the sheet are the first day of the month from Jan - Oct 2024. The automation I have…
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Modified by automation instead of name
Good afternoon, If I send a request for info and there is a check box, if they click on the box via the request in the email, it says it's modified by: automation@smartsheet.com instead of Bob. Is there a way to get the person who clicked on the boxes name on there instead of automation? Thanks
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Logic for Required Fields on Forms
I have a form that I am working on where I would like this logic: If box is checked, then field is required I spoke with support and they informed me that this is not a currently available feature. What I'm trying to do on my form is have it so if the user checks a box that they want someone to reach out to them, then they…