Hey Everyone! I'm trying to set up a form of automation that's quite a bit more advanced than anything I've done in Smartsheets before and can't seem to find a solution. I'm admittedly pretty new to the advanced functions of Smartsheets. In this scenario, I am using a form to evaluate skills of field engineers. The…
Hello. I thought I’d found the answer to this in a forum a while back, but the answer on there didn’t work for me when I tried it – I’d like to know if there’s a code/formula for Smartsheet to check whether an End Date (publication date) falls on a Thursday and for Smartsheet to automatically move the date along to the…
Hi all, This is a very open question to see if I can get ideas from the community to improve my daily morning process with Smartsheet. Apologies for the lengthy question- this is outside of my usual very specific help request. I'm responsible for our Company's data; in the property insurance- independent adjusting world.…
I am trying a workaround to ensure stakeholders are completing all the fields in a request for update automation. We have two party's that need to fill out the same row. I created a form with required fields for the first party. Then I created a workflow so that when a trigger is met from the form, a request for update is…
The ability to have update/approval requests expire and become inaccessible after a certain date. An expiry date will also allow for the automation of reminder of request. There are times when an update/approval is needed to reach a deadline. The sheet user must manually delete the request on the row to avoid changes. If…
I have large rows of dataset in a sheet. I am looking for a solution that can copy specific rows to another sheet based on certain criteria. I used the automation template for copying rows, however, on fulfilling the condition specified, the automation all rows in the primary sheet to the secondary sheet. Is there a way I…
I have a sheet that contains attachments tied to client rows. I'm looking for a way to archive the attachments to a new sheet without needing to go into each row and do this manually. Does anyone know if there is an automation that will move attachments? Thank you!
Is there a way to set an automation that will apply to a specific sheet across all workspaces? We have many workspaces (one for every client of ours) and we need an automation on a particular task notification. When we have a change in staff, we have to go to every sheet individually to update that automation. It would be…
I have different contacts listed for each row in my Smartsheet. Is it possible to only send an automation alert to the contacts listed in the triggered row that has been changed/updated? Or will I need to ensure that a condition is added to the automation rule to restrict the alert to only certain contacts?
This discussion has been merged.