-
Forward automation notifications when on vacation
Is there a way to have all automation generated notifications for user 1 be temporarily transferred to user 2 when user 1 is on vacation? We can do it by changing each automation workflow but this is not a good solution. Thank you, Neil
-
How can the name of the approver auto populate into "approved by"?
We have a change order request form for our suppliers to use when requested a change in the design or scope of our projects. I have an automatic workflow to send the request for approval to our construction manager(s). When they approve (or deny) the request, the status changes to approved (or denied) .. but I cannot seem…
-
Entry date/Payments
I have a sheet that tracks payments made by certain clients. When I add a new client that payment is due in June, the formulas are putting in automatically, payments that "should" have been paid in May. How do I make it so that the sheet won't calculate until the "entry date"?
-
Recurring Tasks
Hello I am setting up a smartsheet that will be used to track all the recurring task we have to do in a year. The frequency at which these repeat vary drastically so I wanted to see how one would format their sheet to account for this. For example I have a task that needs to be done the Monday following all major holidays…
-
Auto number risk column only adding till row 20 to another sheet reference
Dear reader, I came across a unique issue and need a help. I created a 'portfolio sheet' with list of projects in one column and a next column for Risk ID with text single line I created a separate sheet 'Risk register' with a dropdown of all the projects similar to the portfolio list and added a Risk ID column with #Auto…
-
Why Portfolio Summary Sheet displaying duplicate rows?
I created a blueprint in Control Center and all was working fine until I updated some columns (adding more values for drop-down list and changing a column to a formula column) in the intake sheet. I think I must of done something that messed up the blueprint because now new provision projects are showing up twice on the…
-
Automate create email that won't immediately send
I'm wondering if it's possible to do something similar to what excel does, where we can program a button that once pressed creates an email with a specific template but won't send until clicking send like a normal email. The idea is that it would populate an email template based off the information in my Smartsheet to…
-
Can I have just one cell automatically copy over from 1 sheet to others when a new row is added
I know there is a workflow for copy row if row is added or changed. I don't want that, since it will copy all of the columns. I have 1 Master List of Names. The other sheets are specific trainings and prerequisites. I will have columns on the master list that don't need to be on the other sheets, and vice versa. I figure I…
-
Automated Workflow - omitting relevant sheet content in subject and body
Good morning Community! We currently have a solution with an automated workflow that runs on a schedule when a date is reached, at 7 am PST. We use INDEX Match that populates specific fields from a reference sheet that is generated through an API. Each night the API clears the reference sheet and repopulates the…
-
Send notification only once
Hello Community, I have a problem with notifications and so far no workaround. I have a sheet that pulls all the information from other sheets so no manual entries are done in that list. If there is a new date in one column (project end date) the sheet should send a notification. Since the notification automation works…