-
Change Cell Value workflow: Include symbols
Use case: When a new project is created, we want the initial project health to be a green symbol. The Change Cell Value workflow does not include Symbol type columns, only text/number, single select drop downs, and checkbox columns. Can we include Symbol columns in this workflow as an enhancement?
-
Automatically Sort Rows in Sheets
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
-
How to divide single request with multiple contacts to individual requests.
Does anyone know how to take a single line, with a single multi-select cell, and have that line parse/delineate/divide in to individual lines, either through a formula or an automation? Scenario: we are receiving schedule block request for team, and multiple people may be on the block request, therefore we have multiple…
-
Workflow not triggering emails for multiple rows
Hello, I have a grid that I am using to trigger emailing forms to other parties to collect data. I am using a Y/N field and a workflow to trigger the email. When "No" or "blank", nothing happens. When moved to "Yes", the workflow grabs a link from another cell and sends the email with the link to the form. This works fine…
-
Copy row when certain criteria are met and edit data within the row
Hello, I am managing a list of products where our customers often re-order the same product the following year around the same time. I want to copy the product specifics to the bottom of the sheet once it is checked as delivered and add a year to the due date. This will allow us to plan for the product delivery the…
-
Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
-
JIra-Smartsheet Connector
Hello All Just trying to figure out it if it is possible to create a Smart sheet workflow from Jira Cloud to smart sheet and within the workflow only connect it to a single ticket or Epic. We do not want it to pull the data in from the entire project. It is a Jira Work Management. Trying to figure out if there is an option…
-
Master Sheet with Thousands of Rows
Hi All! I have multiple sheets that are tied to specific team members on my team. Each sheet has the same columns. I'm currently trying to see if there's a better way to organize this data. Right now, 12 sheets are managed individually by each team member and then when a row is resolved, it gets moved to a "resolved"…
-
Form responses for a sheet that's no longer there....
Hello Not sure how to navigate this one. I am receiving form responses when people fill in a web form... but the sheet that it relates to is not in Smartsheet. I think it may have been deleted previously by a member of the team who has moved on. Is there any way of either recovering this file (it's not in my deleted items…
-
Entry date/Payments
I have a sheet that tracks payments made by certain clients. When I add a new client that payment is due in June, the formulas are putting in automatically, payments that "should" have been paid in May. How do I make it so that the sheet won't calculate until the "entry date"?
