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Copy Date to Another Field Upon Change
Hi there, I am looking for assistance with a use case that I can't seem to solve, so hoping someone can provide some suggestions. I have a date field called Scheduled Date. A vendor fills in the date into this column when they plan to deliver a task. It starts out blank. I'd like to have it so when they change a date in…
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Smartsheet automation I separate emails to the same user
Hello, I have a worksheet with in which I use to send emails to an automated ticket creation email for my company. The email is only able to create tickets for one request at a time but I noticed that smartsheet is grouping all of the requests within one email to send. Every single row within my sheet needs to be sent to…
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Populate Column From Another Sheet's Dropdown Menu
Hi all! I was wondering, is it possible to populate an entire column based on the dropdown menu from another sheet? I have one sheet where all tasks are listed, and are assigned to people via a dropdown menu. I am trying to create another sheet as a cross sheet reference that summarizes hours of every individual. What I…
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Automate Group membership management
Idea is to automate group management based on some users' information like: email domain Licensed/unlicensed Active/Inactive User description or attribute that can be used to enter text to be used as filter And also schedule report to send group membership to group owner.
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Automation copying values from other cells
Is there a way to create an Automation that when some criteria is satisfied (like status is In progress) and I update one field with the data from another field in the same row? let me explain, I want to automate the % Completion bar progress with the actual % based on the time consuming at today's date. So every day, or…
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Automation
Hi All! I wrote a Python script that will run an update to make changes when a form submission is added. Works great, however I have to manually run the script. I know you can use a scheduler to run, but I need the automation to trigger when form is submitted. I do not have a server and from what I have read, Flask and…
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Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
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Can I use control center to add a start date to a project with dependencies?
We use control center to provision new projects. Our work plan template has a predefined project schedule using dependencies. Row 22 (after the navigation and summary rows) is "Manager set schedule", and is automatically assigned to the manager from the project intake sheet. The intent is for the manager to adjust the…
