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Update a cell based on a Workflow
I have an approval workflow set based on a cell value. Is there a way to update that cell value once the approval completed? Cell dropdown example: 1. Under review 2. Sent to team 3. Ready for release 4. Released When the cell changes to sent to team approval triggers and once approved cell changes to ready for release. If…
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Request A Weekly Update Forces 50 Rows of Update. Only Need to Update First Row
HUGE issue. I have a workflow to request an update every Thursday. When workflow is triggered, instead of having only ONE row update, it asks for 50!!!!! This is bad. I tried to lock these rows but still is launching 50 pages worth of request update. ONLY ONE ROW should ever be requested. Period...
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Why do my automation rules take 1-3 minutes to update when trigger is "when triggered"
I have been trying to create several automations that simply update a field based on the data in another field. Example is when Status = Complete, update % Complete to 100%. OR When status = Complete update a comment in the comments field. No matter what rule I create, it takes upwards of 3 minutes for the changed cell to…
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NEED TO ADD LAST COMPLETION DATE IN COMPLETION DATE COLUMN
I have the following columns that are linked to another smartsheet: Citrix Status - Network Status - PC Status - Phone Status - Completion Date When all columns have the "Complete" status, the Completion Date will register the date of last row that changed to "complete" status. NOTE: The Record a date automated workflow…
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Docusign / Smartsheet | Supported Field Types
Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are a few areas I am running into issues - this being one. I have application forms that have…
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Vacation & Time-Off Management
Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
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Add Actual start and completion date based on status column
All, I want to fill date column based on status column. 1) If status is "In Progress" "Actual Date" is filled by today's date. 2) If status is "Completed" then "Completion date" is filled by today date. For now I am using =IF(Status@row = "In Progress", TODAY(), "") same for completion date column. But when change status…
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Is there a way to tell someone has acknowledged a task has been assigned to them?
I am running into trouble with staff who are saying they never received an update request or something along those lines; however, I have an automation that says it sent. Is there a way for the recipient to acknowledge they have been given a task?
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Copying rows to the top of a sheet (Automation)
Hi Everyone, This question was asked before but I have not found an answer. So asking again to see if there is any new development which I have missed. I have set up an automation to copy rows from each project sheet to a master sheet (based on some trigger). The row for the first project was copied arbitrarily in the…
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Large criterion name
Hello, I'm trying to make a formula to count the number of jobs by builder for the month of January to go into my sheet summary. I managed to get the formula working for January however when i copied and pasted the formula and changed the name of the builder i got #invalid operation. The working formula is as follows,…