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Copying Contacts into a Smartsheet Contact Column
When using the Salesforce Connector, there was an unintentional overwrite of cells in a contact column in my Smartsheet table. I have an exported file in Excel which has all the contact names (First and Last) that I could copy/paste into the Smartsheet contact column. I have tried copying this data in a group of column…
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Merged: Move or Copy Row Automation should allow for Select Field handling
This discussion has been merged.
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Copy rows to another sheet multiple times
I have a sheet in which staff can enter their upcoming PTO with a start and end date. I want to view in calendar view with individual entries on each date, not one bar that spans across multiple dates. Is there a way to copy a row to another sheet multiple times based on the number of workdays between start and end date? I…
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Duplicate Rich Text Widgets to another dashboard
Hi, We have a project that has a SS dashboard with all the updates ("Master Dashboard"). We have another dashboard that would duplicate some of the RT widgets from the Master Dashboard. How can we do this automatically? Trying to avoid duplicated efforts for the same exact content. The content has some rich formatting, so…
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Option to copy questions when designing Smartsheet form
Option to copy questions when designing a form would allow to save time when you have to create a more complex form when you need to use several sets of the same questions with some minor changes. It would be great to just copy them than design from the scratch.
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When I Copy Workspace, Everything Copies Fine Except for CellLinking
Hi, Using the API documentation, I'm able to copy entire workspaces which has been great for scalability. I've been noticing that the only thing that doesn't work correctly out of all the sheets, reports, and sights, is the cellLinks in my sheet. In the instructions, you can tell it all the different things to pull in. I'm…
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How can I copy a row from sheet with cell links to antoher sheet? Reccuring workflow not working
Hi all, I am trying to COPY rows automatically when a project owner name is changed from the original sheet to a destination sheet. The original sheet has cross links to another sheet and hence, I tried to use recurring workflows. Neverthless, not able to find the desitination sheet in the search box. I have tried to write…
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Creating a column from multiple columns, with conditions
I have created a sheet which is populated via a form for the auditing of stock. Each audit consists of 20 items. I'd like to create a separate sheet that only lists the items that have discrepancies. Sheet looks something like this… Would like the Discrepancy Sheet to look like this: So, the audit number, item number and…
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Copy Rows with Hierarchy
Hi, I have a sheet with hierarchy once one is marked delivered the row with the hierarchy under it moves to a purchased sheet. Once it is in the purchased sheet I would like it to copy rows that are blank with the hierarchy back to the main sheet. The automation is working if I force it to run but it is not working…
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Making a copy of several sheets, reports, and dashboards
I have a workspace which rolls up multiple project plans and RAID trackers, into reports and then into a dashboard at project and portfolio levels with varying data widgets. I want to use this overall as a project template however I am noticing that when I try to save as new or duplicate the folder structure and underlying…
