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How to create a deadline column for it to be three days before the deadline that was put in the form
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…
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ALERT SOMEONE
I am having problem to setup automation to alert someone. I have a column that shows 4 rows and another column that shows when the Alert someone should be sent out: Citrix/Network/PC Comm 1 - 3 weeks [column Communication Released Date: 02/17/22] =PARENT([Network Migration Date]@row) - 21 Citrix/Network/PC Comm 2 - 2 weeks…
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Moving rows/updating cells
I manage a portfolio of projects which I have to report on. I'm a Pro user, so I don't have the functionality that could probably make this task very easy. My project managers are required to use a company solution (not smart sheet to create project plans and updates). I've created a smart sheet that lists all of the…
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Automated Alerts - Comments
In an approval workflow when someone is notified on the Approved/Declined status, we have built a "message only" alert back to the user who submitted the request. The user will never be shared to the sheet and so the option to include a link to the sheet with selected columns included is not an option. Is there a way to…
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Problem with Automation - Conditional Path
I have automation set up to work off a checkbox column. When I check the box, I want four separate emails to go out to four separate groups. Each group's email provides a distinct link specific to them. The automation is set up for "message only" - no links to the sheet or specific fields. The automation permissions are…
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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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Using INDEX/MATCH with images
Hi all, Is it possible to use an INDEX/MATCH formula to bring an image from one sheet into another? If not, anyone recommend a solution/ work around? I am building a new sheet that utilizes INDEX/MATCH to bring in info from several others and I would like to be able to bring in these images from their source document.…
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Populating a Smartsheet from an Oracle SQL DB
We use a smartsheet to track the progress of investigations on my site. The investigation ID, description, etc. are stored on an Oracle SQL DB and I'd like to autopopulate the smartsheet with the relevant fields. Is there a way to do this? I tried Power Automate but my organization does not currently support the Smartsheet…
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Pull cell value based on matching value in two sheets
Hello all, hoping someone can help me with this question. I need to pull a cell value into Sheet 2 based on a shared cell value in Sheets 1 and 2. Specifically, I need to pull the value from the MIN Score column in Sheet 1 to the row with a matching COSMOID in Sheet 2. For example, Client A has COSMO ID 123456 and a MIN…
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workflow automation - rows aren't moving?
Hello, I created a workflow to move rows once a column status is changed to "complete" within any row. But the workflow didn't trigger, even when I manually changed the status to something else and back again, saved, refreshed, tried again. It finally worked when I moved the row to a different spot in the sheet (shifted up…
