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Issue moving rows to another sheet
Automation to move rows with 'approved' status and 'move to archive' selected. This time, put a filter (Status=Approved) on and checked the 'move to archive' box. Status for ALL rows was changed to approved and all rows were moved to the inactive sheet. Reviewed this with Smartsheet - found nothing wrong. Had to pull a…
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Send individual tasks to assignees.
I am able to make a report with a list of tasks that are filtered as I need. I have an upcoming tasks report, and I have an ending and overdue tasks report. I can send this report out daily or weekly. But this isn't really want I want. I want my guys to get an email tat only consists of tasks that they have not already…
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2 tracker sheets, merged into one resource sheet?
Hello, I have two sheets, one is a fabrication tracker that tracks different jobs in our machine shop, and we have a design tracker that tracks current designs being worked on. I would like to combine both trackers into one resource tracking sheet that shows [Name] [Job #/ Design #"] [Role] [% Occupied]. Image below is…
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How to have multiple sheets show active items from a master sheet containing statuses?
I have a master sheet and want to feed multiple other sheets information from it. Master spreadsheet: is an employee roster, listing all employees and their status (active, inactive) Sheet 1: has a list of required training and training expiration dates Sheet 2: has a list of company assets assigned to each employee I want…
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Merged: certain cells remain locked until specific data is entered in another cell
This discussion has been merged.
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Automatic project creation and reporting
Dear community, I have a scenario which gives me quite a headache. I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set template. The form will have multiple fields. Once the form is submitted it will have to trigger an alert/reminder for…
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Send automated email days before a date
Hello - I figured out how to send an email before a specific date but now I can't get it to only provide the information on the row with the current date. For example - I would like a reminder sent out 3 days before, then 2 days before, then 1 day before a date on the sheet. In the email I'd like the topic for that week to…
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Sending Alert Email based on Contact Column without sharing sheet
I would like to create an Automation to send an email regularly to recipients that are in a Contact column based on some criteria. After setting up the Alert Email it says that I must share the sheet with these people in order for them to receive it. The email contains no information from the sheet other than getting their…
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Looking to create an automated flow to disseminate data and updates.
Hello! I am looking to create a unique flow that looks like this: Form → Master Sheet → Break out into Individual sheets by qualifier → Any updates to the master sheet subsequently update the broken out sheets → any updates to the broken out sheets subsequently update the master sheet in a loop The long and short is that…