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Rows added on iPhone app do not trigger sheet automation?
I have an intake sheet where a user can enter a quick task that then maps, through a move row automation rule, to one of a number of other sheets based on a [task type] field. I can manually enter a row on the intake sheet and, voila, the row is successfully moved after a few seconds. However, I was testing the iPhone app…
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What is the best way to set up my approval workflow?
I am currently stuck trying to figure out the best approach for an approval workflow. Each row of data needs to be sent to an employee for approval. However, if they decline, they need to make a comment with what data needs to be edited, and then they would need to be re-sent the approval before it can keep moving along in…
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Automated Workflow Assistance - Recurring Monthly Notification off EOM Date
Hi Smartsheet community! Here's the challenge I'm running into: a leader has asked me to set up a recurring a monthly notification, triggered off the last day of month, for the team to update their monthly forecast within following three days. I have a parent of "Expense Input for Monthly Forecast" and child rows of…
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Formula to change the color of a task name or date cell, based on another date cell
Hi all! Theoretically, I'd like to state: If the cabling will be delivered, but it won't arrive within 14 days before the date of installation, then change cell color of these tasks below to indicate the need to order temporary/alternate cabling solution. I realize it may be too dynamic to only be set-up in conditional…
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Secondary action after generating PDF
In an intake sheet I'm having the information entered mapped to a PDF document. I want to see if there's a way to have an automation to checkmark a checkbox when that document is generated (as a secondary action) but I'm not seeing the additional "+" like in other automation workflow. Is there a way to have that trigger?…
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Copy a Notification as an sheet attachment for a specific row
I am using SmartSheet for various Change Managment approvals, notifications tracking, and auditing automations. Is there a feature or way that when an Approve / Decline automation is triggered, the notification and response tied to the row where the trigger originated from can be saved as an attachment? We would use these…
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Formula for highest education level
I am currently creating a visual for 150+ people's education levels, dropdown columns shows a majority of people has up to an masters degree but around 10 of them have doctorate/Ph.D. on top of it. What is a formula I can use to count the number of master degree holding individuals whilst EXCLUDING those with…
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Automated sharing of provisioned projects
Adding a built-in function that allows to share provisioned projects based on a contact present in the intake list of the blueprint in question, without having to code cloud integrations.
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Communication Log
Much like the sheet Activity Log, a log of communications sent out via the sheet would be very helpful. This would give sheet owners/users the ability to easily pull communications sent either via automated workflows or manually from the sheet, when individuals claim to have not received such communications. If an…
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Automation on WHO made the status change
Hi, We have a sheet that has over 1000 rows. There is a column "Status" that has many options to choose from. Is it possible to have an automation that will go out once a day to me with all the status changes and WHO made the changes. I know we can go into the cell history but that will be a lot with all the changes…