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How do i copy a conditional format to create an automation?
Hi, how do i copy over conditional formatting cells to another sheet using an automation? The conditional format is 'if the PCI due date is in the next 30 days and PCI sent is blank then apply this format (changing the text colour) to the PCI due column' - we want to then put this into an automation so the row is copied to…
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Employee Reviews - Pulling & Averaging Category Scores
Hi all, thanks in advance for your assistance! I am working on building a new employee review process for my company and am caught up on one of the final steps. Here's where I am at: I have created an employee review form that individual managers will complete Each employee will have 3-5 reviewers The form submissions will…
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Merged: Automated Timestamp Capture for Status Changes
This discussion has been merged.
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Automatic AI Analysis
I use Smartsheet’s ‘Text and Summaries’ AI feature with the following prompt: “Using the Project Name, Overall Status, Scope Status, Timeline Status, Budget Status, and Status Comment, identify projects that are in trouble or trending to red and insert an explanation why.” After running the analysis, I paste the AI’s…
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Automation History
How can I validate or identify if an automation was triggered and when? Or if it failed?
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Does the change in value within a formula not count as a change?
I'm trying to create an automation. In this automation, I want to copy rows when a value changes based on a formula (a count from another sheet), but the automation isn't triggering. What could be causing this issue?
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Automation Workflows
When using automated workflows, a random workflow is sending an email notifying "specific people" of the change to the row, when in fact the change was not related to that workflow. Essentially, team members are receiving multiple email notifications in error. Only one workflow should send the notification but a second…
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Request for Update Report (or something like it)
Hi there! I'm hoping this group can help. I'm building out program/project management & tracking at my company. We have 8 grids (one for each dept) that funnel into multiple reports and dashboards. Within each grid/sheet, there are multiple projects that have CHILDREN project plans nested underneath. We want project owners…
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Option to Add Step After Generating a Document
We use the Generate Document feature to create PDFs from form submissions and sheet data — it's a great tool for automating paperwork. However, once a document is generated, there’s currently no way to automatically trigger additional steps, such as sending an email, updating a status column, or moving the row. Feature…
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Function to prevent the same task from being performed twice
When uploading a document to a row, the user is able to choose new document or new version of existing document. The system somehow recognizes the previous document that has already been uploaded to a row. Can Smartsheet create an enhancement by using the same logic to recognize a previously executed workflow, automation…