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Tracking Missing Submissions
Hi! Thank you for considering this problem, I am very new to Smartsheet. I have a form that I have 10 regions complete monthly. There is a due date for each month. I would like to generate a report of those of the 10 regions that did not submit a report monthly. How would I go about doing this? Thank you again!
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CopyRow Automation Not Triggering
Hello Everybody, My team and I use the CopyRow Automation for project intake. Instead of using a form that feeds into a sheet, we manage two separate sheets: One for each of my team members (source sheet) One for the service team that performs the work (destination sheet) The CopyRow workflow is triggered when a field…
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How Can I Automatically Remove Outdated Rows for Updated Project Data?
How can I automatically remove outdated data from Sheet A in my Smartsheet, which pulls project data (weeks remaining and timeline variance) from multiple project summary sheets? Whenever a project's data changes, Sheet A adds a new row with the updated information, but I want to ensure only the most recent data is shown…
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Alert Automation- Populate Dynamic Column information by Clicking/Selecting instead of {{typing}}
Hi Smartsheet, Please make it simpler to populate columns in the Alert Someone automation. Clicking from a drop down would be much easier than having to type in the {{ }} and the column names. Thanks, Eric
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Autopopulate Answers
Hello, I am creating a survey that asks about the use of different facilities and it is possible that some respondents will use the same facility for different things. Is there a way for someone to click that the responses for the first set of questions are the same for the next facility's questions? I am hoping it would…
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Automation Not Running
Hello! I have an automation that is supposed to be running whenever an index-match returns a checkmark to change a cell value. However, this automation has not worked and I don't really understand why not. Any help?
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Copy select data over to a new sheet?
Hi Smartsheet, I'm looking to remove an automation Copy Row with another process and am looking for ideas, suggestions, help. Currently I'm using the Copy Row automation to drive data into an approved vendor list. The upstream sheet (vendor creation) is flooding the next downstream sheet (approved vendor) with unnecessary…
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Contact Format Changes - Affects Automation
For most users that have been in our Smartsheet account before, the format of the email address changes from "first.last@email.com" (even if they don't set up a profile) to "First Last". It still appears to be a contact but the automatic emails do not get sent unless I go to Edit Contact, remove the "First Last" and…
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Bulk toggling of 'Record a Date' automations
I have nice little script to iterate through hundreds of sheets and update contact fields that lack a display_value, so that names consistently show up instead of email addresses. But there are 'record a date' automations tied to those cells that need to be turned off temporarily to avoid triggering them and overwriting…