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auto-populate date formula when column is checked
Hi All! I am looking for a way to add the date to a column when a check is placed in another column. I would want the date the check mark was added to the column. Any advice for the formula? Thanks kindly!
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Automation not working
We have an automation set up so when we create Projects in Salesforce, it triggers our Provisioning of new workspace. The Salesforce connector is working and updating every 6 minutes, but it is not pulling in any of the new projects we are creating in Salesforce. The automation is on, everything seems set up correctly. Any…
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How to set up an automation that is based on an if statement?
Hello! I am trying to set up an automation that changes a cell to "Complete - Pass" when four different conditions are meet. The way I am doing this is by adding and additional column that does a pretty complex if statement, and from that it either returns "Pass" or "Fail". =IF([QA Filter FAIL]@row = "Fail", "Fail",…
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Allow User to Expand the Text Box for Customize Messages in Automations
Please add the ability to expand the text box when writing text for a customized message that is part of an automation. In most software, this means an option to click on the bottom right corner of the box and drag it out to expand it. It is helpful to see the entire message when drafting it, and later when reviewing or…
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Copy Rows Automation
Hello, I am setting up 2 sheets. One Master Sheet and the other - User Sheet. I am setting a copy row workflow automation so that every day at 5pm rows added to Master sheet are copied to the user sheet. Before i implement and test this, i am wondering: Will Smartsheet know to copy only rows added that day(masters sheet)…
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Configure Google Suite App Access Control From Smartsheets
Hi, I'm trying to automate the population of access control lists in Google Suite apps (Docs, Sheets, etc.) based on a list of names/emails maintained in Smartsheets. Has anyone done something like this before? Thanks! Gary
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automated Archive
Would love to be able to mark a sheet as "complete" in the sheet summary and then the sheet automatically gets moved to an archive folder or a completed folder.
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How? Column Formula to Pull Level 1 Parent Task Name
Hi Smartsheet Community, Please see image of setup! I am trying to create a column formula for the column 'TEST' that pulls the name of the Level 1 parent task for each row. Essentially, I want every cell in the 'TEST' column to display the name of its Level 1 parent, such as "baseline estimate" or "estimate R1," depending…
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Sending automatic reminders for unanswered Update Requests
I am using Smartsheet with clients and they often ignore or don't notice Update Requests from Smartsheet. So they remain unanswered. Is there a way to automatically send reminders to people that did not respond to an Update Request? I'd love to be able to send a reminder every other day until the Update Request is…
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Daily PO Status tracker, with visual alert, if delay in any of multiple department's queues
Need to combine multiple department's reports into I'm assuming a dashboard that visually shows the status of the parts on order for the PO with status of the queues after flipped to an order. I can't figure out how to push daily status of the parts on order for the PO to a central report, but maintains the history of the…
