My team is developing a process for risk acceptance between departments and IT. We have a preliminary process that currently lives in a Word document and we wanted to see if it can be put into a more automated process in Smartsheets. There are 2 parts to the document that each require signatures/sign offs. The process is…
I'm working on a project to automate the flow of processing between multiple staff, each task will have 1-3 days to process [due date] depending on the task. Is there a way to assign the due date through the automation process? I have it assigning when the previous person has completed their task, but I'm not seeing how to…
Every time I put an automation to move cells to another sheet, they end up at the bottom of the new sheet. Is there a formula I can use so that they can start coming in at the top? Thank you!
I created an intake request form and it has a status field that on submission is set to Submitted as default. A email is triggered to the team that a new intake was submitted. The process then requires someone on the team to review it and set up a discovery session. Is it possible when the status changes from Submitted to…
I have two sheets that workflow to a separate sheet. One sheet will put the cells at the top and one will be brought to the bottom. How can the cells be workflowed to the top of the separate sheet.
I seem to have a 'ghost' in my sheet where only half of my automated workflow seems to work on any given day. My sheet (called a playbook) has half of the rows with =Today() date formula, and the other half with a hard-coded date; each night at 11:00pm PST my worflow copies the Today rows to a 2nd sheet (called a tracker)…
We're using Smartsheet to track project requests. I'm working to build "personas" to show the type of projects coming in based on the requestors job function. Is there a way I could use automation to add data from another sheet so that once we receive a request the automation can reference the requestor's job function and…
I have created a an automated workflow to send update requests 2x if a cell is blank. I want to create an automated assignment if the cell [Fail1] is not completed within a week after the second update request. Also, Fail1 has a formula to determine if a provider failed given 3 other criteria in other columns. Is there a…
Hi all, I have a list of people with emails in my smartsheet. Some of them left the company, how can I find out from smartsheet that their email not exist anymore and to mark them in the sheet? Thank you, Joachim
I am trying to create a workflow (I think) that when someone completes my form and enters their requested deadline in the form, there will be an automatic column that will show three days before that deadline requested. I want that date to automatically show three days before the requested deadline so that we can get…
