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Automation Settings Should Be Kept When Saving a Template
Currently, If you update automation settings on a sheet, and then save the sheet as a template, the automation settings do not save. When using the template, all automation settings revery back to 'restricted'. All settings should carry over from the source sheet.
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Move Row automation stops working when there is a row deleted from the sheet
We have put a condition where one of the column has a dropdown change, then move the entire row to a different sheet. However, we see that the Automation had stopped working and while performing a troubleshooting exercise, we found that when a user deletes any rows from that sheet where the automation lies, the workflow…
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Campaign Calendar
Hi, I am trying to set up a campaign calendar in smartsheet. But when Calendar tries to pull information from the spreadsheet, this is how it looks(attached). It cuts in between the rows. I created a ticket, but smartsheet closed it without resolving it. Can anyone help?
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can an automation change a cell value in the parent row?
hi everybody… I'm using an automation to "Change cell value" when a row is changed. The automation can only change a cell on the same row that was changed. Is there any way to set an automation to change a cell value in another row? Specifically, in the parent row of the changed row? Thanks in advance
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automatically apply =Min/Max of descendants formula to parent rows based on hierarchy number?
is there a way to make those 4 date columns automatically apply the min/max formula once hierarchy is changed to 2? converting to a column formula does not let me edit the white/blank hierarchy date columns. and i tried doing an automation workflow to change a cell value, and the date columns are not options (they are NOT…
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auto-populate date formula when column is checked
Hi All! I am looking for a way to add the date to a column when a check is placed in another column. I would want the date the check mark was added to the column. Any advice for the formula? Thanks kindly!
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Automation not working
We have an automation set up so when we create Projects in Salesforce, it triggers our Provisioning of new workspace. The Salesforce connector is working and updating every 6 minutes, but it is not pulling in any of the new projects we are creating in Salesforce. The automation is on, everything seems set up correctly. Any…
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How to set up an automation that is based on an if statement?
Hello! I am trying to set up an automation that changes a cell to "Complete - Pass" when four different conditions are meet. The way I am doing this is by adding and additional column that does a pretty complex if statement, and from that it either returns "Pass" or "Fail". =IF([QA Filter FAIL]@row = "Fail", "Fail",…
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Copy Rows Automation
Hello, I am setting up 2 sheets. One Master Sheet and the other - User Sheet. I am setting a copy row workflow automation so that every day at 5pm rows added to Master sheet are copied to the user sheet. Before i implement and test this, i am wondering: Will Smartsheet know to copy only rows added that day(masters sheet)…
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How? Column Formula to Pull Level 1 Parent Task Name
Hi Smartsheet Community, Please see image of setup! I am trying to create a column formula for the column 'TEST' that pulls the name of the Level 1 parent task for each row. Essentially, I want every cell in the 'TEST' column to display the name of its Level 1 parent, such as "baseline estimate" or "estimate R1," depending…