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Linked Source Sheet Not Automatically Updating
Hello, I am working on creating a sheet that utilized data from a master sheet via links. I am struggling because the new sheet is not automatically updating when new info is added from the master sheet which essentially makes it useless. Is there a way around this? For what I am trying to create, I need the full…
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Automatically populate "Duration" column
Hi all, I have a task tracking sheet, with each task having a start date, an end date, and a duration. I need the end date field to be populated based on the start date and the duration, so I set the dependencies and date range display accordingly on project settings. However, the duration of each task must be calculated…
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How can I capture the date and time of specific column changes?
I have created a workflow that goes through three different departments. I want to capture the date and time of a request (row) coming in, and the date and time of the next action and each action after that for cycle time purposes. Currently, I can track cycle time for dates but some actions need to be carried out within…
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Is there a way to automatically extract the activity log?
I have an extraction of the activity log every week and I was wondering if there is a way for an automatic extraction of this log
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Run a formula on a destination sheet when rows are moved to it
I'm migrating a manual process we have into Smartsheet, and keep finding new hills to climb! : ) Essentially the process will result in document generation (PDF) after different team members submit info onto a sheet using Forms. First, I found a formula solution that worked for me to combine all sheet data (from columns)…
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google drive integration storage best practices
We are an enterprise higher ed group familiar with Smartsheet, but new to using the Google Drive integration. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. I've gone through the…
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Autopopulating a job number
I have set up a sheet that will house our jobs. It has been requested that each job have its own row, nestled under the customer's name. Our job numbers are derived by using the customer number, year, and job number for the year. For instance, the first job of 2024 for Customer A with a customer number of 1000 would have a…
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Proofs disappearing in some rows when transferred to another sheet
We have automation set up where when a task has been marked complete, it moves to another smartsheet for complete tasks. This helps keep our open tasks smartsheet uncluttered. I just noticed that some of our rows that have moved sheets have lost their all of their proofs. Based on complete dates, it looks like the issue…
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Request an Update: Un-editable Text Box
Hi everyone, Looking for a little help with an issue that keeps occurring on multiple sheets. I am creating an 'update request' trigger, to send to contacts in my sheet to update several text box cells within a row. I am including several specific text box fields for them to update in my customized message. When my contact…
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Automation Not Working
Hello, I'm at a loss. I've created several automation rules in the past and I cannot figure out why this is not working for me. I have a simple sheet with the following columns: Status (single select dropdown) Sub-Category (text) Task (text) Assignee (single contact column) The automation rule is triggered when the…