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Frustrated
Hi All - I am new to Smartsheets and I'm attempting to teach myself as I go. I created a sheet for every department that also has a form attached with specific questions to be answered. Department managers will use the form link provided to input their information daily. I am struggling with how to get these metrics to…
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Automate Update Requests
Hello, I am trying to implement an update process for our Staff Forecast Tracking Data Input sheet. For each project (grey rows), I would like to assign someone to update all the project staff's LOEs on a monthly basis. For example, an update request would go out to a specific staff member to update the 4/24 column of LOEs…
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How do I share specific rows only?
I want the user to see rows that are assigned to them only.
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Problem with automation from a contact list
Hello, I'm having an issue importing email addresses from dataShuttle to a contact list, and using automation from this column. When I set up the automation triggers, it won't send to the emails in the contact list column, because it is saying it is a comment and there is an @email@org.com (just general example of what the…
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How Do I Sum Up Values from One Sheet to Another With Different Criteria?
Starting with the basic of, how do I populate from one sheet to another while adding a running total? The next layer to this is, how can I get different sub sections to specifically populate into another sheet. In my photo you'll see "Parent Node F" with a total footage in bold and a delta (Production Master). In the other…
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How to create automation that only works on parent rows.
I am trying to create an automation so that when the parent row is marked as complete, then the parent row and all of the children move to another sheet. I am just not able to figure out how to set the automation so that it ONLY moves if the parent row is selected and not the children rows. I did a formula so that if the…
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Turning on Resource Management triggered automation???
Help please! A teammate turned on Resource Management on a critical sheet for our day to day operations. This seems to have trigged automation that archived all rows. While I can see the rows that were archived, I am reluctant to move them back without knowing How to identify the automation that was triggered in the first…
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Remove Duration from Project Plan Task Unless Certain Criteria Met
Hi there! I am working on building out a project plan template that we will use for onboarding. There are multiple branching paths and decision points that need to be made throughout the process, which determine if certain steps must be taken. I've managed to set up a way to "deactivate" tasks based on those conditions…
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Setting an entire Project Sheet to On Hold
Hi all, I'm sure someone has encountered this but I'm curious if anyone has done anything with setting an entire project "On Hold" so that it reflects in the rollup sheets/dashboards. For reference, we are using the PMO template to base our projects off of. What we would like to be able to do is put a new row in at the…
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Automation actions across multiple sheets
Hi all, I have a client who prepares Smartsheet instances for clients of his own (I'll call them customers) in one very particular use-case. In an nutshell: The Cast: Sheet A, the core sheet Only my client's team can admin. New rows come into this sheet via form submitted by customer. Let's assume we have only three…
