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Using an Automation to Duplicate a Row in the Same Sheet
I have read several posts that suggests that this is not currently an option. I have a sheet which contains a list of evaluations. Sometimes we have to complete a second, or even third evaluation of the same person. Each row represents a person and their evaluation. If we have to do a second evaluation then much of the…
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CopyRow Automation Requirements
Hello All, I cannot seem to find if this is a factor online, so will ask the community. Does having the same column name for the Primary Column in both the Source and Destination sheet prevent this workflow from triggering? I am admin on both sheets and the workflow is not triggered. I removed all of the conditions and it…
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Is there a way to send a report every 2 weeks to each contact with a list that shows only their task
Is there a way to have a report go out every 2 weeks to each contact with a list that shows only their tasks? Here is how my sheet looks (attached). I know there is a way to send automation when something is coming up or is late, but I want a list of all tasks regardless of the status that are only assigned to the person…
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Has anyone had issues with copying rows to other sheets?
I've tried manually copying rows through the row menu from different sheets this morning and they're not appearing on the destination sheets. I also have sheets with an automation rule to copy rows and that is not working either. The automation rule says that it ran but rows are not copied to the destination sheet. I…
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Automation Help - Alert e-mail with attachments
Hello! I have set up an automation for a sheet so that when a contract is executed. When there is a request for a new contract, an employee completed a form that includes attachments. The completed form adds to the sheet, and another employee begins work on the contract. The employee adds the date to the sheet that the…
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Using duration column for automation workflows
Hope you are well! I'm using this function: https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send However, instead of generic numbers, I want to use the duration column for the condition like below: I tested it and it's not working. Is there another syntax I need to use to…
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Is there a way to add a new summary field from a master project template?
Wanting to create a project template that allows me to add new summary fields and have those summary fields populate all of the sheets created with the template, is this possible?
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automation for moving specific columns
To move specific column values from my source sheet to another sheet, I can't use a lookup formula because the entries in the source sheet are constantly changing and not permanently established. In my second sheet, a new row should always be added with values from certain columns from the source sheet. The row should be…
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Problem with alerts related to changing dates
A default date of 01/01/00 is used in the "Decert Date" field. We want users to be alerted when the 01/01/00 date changes to 'something else'. However, we DO NOT want users to be alerted when the 'something else' changes to 'something yet again'. I used the below setup but still received unwanted alerts. Any…
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Is it possible to get automated alerts upon change to a report
I have a report which is being populated from 150 separate sheets being used to track project approval stages for 150 projects. I would like to be alerted anytime that a project stage approval is completed. Is there a way to get an alert when a report changes (as opposed to manually checking the report every day? Or…
