-
Merged: Automation Copy and apply to new sheet
This discussion has been merged.
-
Copy row automation broke after ownership move
Hey! This automation was working fine - but now that I've ensured that as i look to leave the company we have better owners, i can't select this sheet. They're in 2 workspaces, which wasn't a problem before, it had been functional, and i'm still admin/owner level in both locations. I promoted the owner of the source sheet…
-
Automation being triggered whenever anything in my row changes, not just the field I specified?
Hi there, I am having trouble with an automation workflow in Smartsheet, and I am not sure why it is happening. I had this same workflow set up on a different sheet (an older version of our database) and it worked just fine. I'm driving myself crazy trying to figure out why it's not working now. Basically the automation…
-
Sequencing automations with no condition/trigger overlap - clearing top row after an automation
I'm hoping you can help! TL;DR in the weeds - I'm looking to use a change in the sheet to trigger an automation - but only act outside of the actual trigger TLD;DR big picture - I actually simply want to run two automations sequentially. As far as Smartsheet can tell they are entirely disconnected. (Their connection runs…
-
Linking data from multiple sheets to one master sheet - then to a dashboard
Context: I have a team of people with their own individual smartsheet trackers that each contain identical columns. I want to have the rows on those individual trackers automatically populate/update in one master tracker where I can see everyone's data at once. I have already tried reports - this doesn't work for me. The…
-
Duplicate/triplicate email from one notification
Hello! I tried the standard duplicate the notification and delete the old one already (which fixed it for a few days) but it has not started sending multiple emails again. This is the message I received "Hey, our head of recruitment just told me that the recruiters are getting like 8-9 emails every time a new hire…
-
Automation is moving all rows instead of only those that meet the condition
Hi All, I have automation set up to only move rows where the summary checkbox is checked*. I added summary 2 and 3 to run more tests since this isn't working correctly. No matter what column I choose for the condition (Summary, Summary 2, Summary 3), it's still moving all the rows. I have no clue what's happening here so…
-
Need to reference distinct values from another sheet
I'm looking for a formula to automatically pull distinct values from a column in another sheet to use in a reference sheet. Example: Source sheet 1 has a list of [CustomerID] and various other columns. Some [CustomerID]'s are listed on multiple rows. Reference sheet 1 wants to list all the DISTINCT([CustomerID]) values, so…
-
Can I pull in information from one sheet to another when there are multiple matches?
I have a budget tracking process I would like some help setting up. See steps below: Employees fill out a budget request form for office events. On this form, they state the name of the event they are hosting, which office they represent, and how much they are requesting from a pot of funds. This is stored in the Primary…
-
Troubleshooting Automation: Copying Only Top/Parent Row Instead of Entire Project Plan
Can you help troubleshoot the automation that's supposed to copy only the top row/Parent row of the project plan (which contains specific key information) into the 'Timeline Variance and Weeks Remaining' sheet whenever a project plan is updated? Currently, the automation is copying the entire project plan instead of just…