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How to Automate workflow to create a summary report to diff between two excel sheets on weekly basis
Using SmartSheet, I want to be able to import excel sheet from sharepoint on weekly bases lets say "week 09" excel sheet name is [TC Roadmap 25ww09 VTS] Then I need to add to end additional +5 columns, these column includes formula(s) which I use to massage data coming from original data to create reports After a week ,…
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Merged: certain cells remain locked until specific data is entered in another cell
This discussion has been merged.
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Workflow invalid issue
Hi all, I have a new (and recurring) issue with certain workflows suddenly becoming invalid. For the most part they are not complicated (see example - simple date record when a status changes), and before this year they seemed to work fine. When I re-enable this one, for instance, it will work for a couple of weeks before…
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Conditional Formating on Workflow Emails
As of right now, there is no way for conditional formatting to show on emails that are generated through workflow. I suggest implementing a method to allow this, for example, I have conditional formatting that highlights fields when a specific criterion is met, but when I send that email out via workflow that…
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Merged: Remove all Workflows options
This discussion has been merged.
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Merged: Automation Workflow - Action/Condition - Drag and Drop / Copy and Paste
This discussion has been merged.
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Tracking Missing Submissions
Hi! Thank you for considering this problem, I am very new to Smartsheet. I have a form that I have 10 regions complete monthly. There is a due date for each month. I would like to generate a report of those of the 10 regions that did not submit a report monthly. How would I go about doing this? Thank you again!
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CopyRow Automation Not Triggering
Hello Everybody, My team and I use the CopyRow Automation for project intake. Instead of using a form that feeds into a sheet, we manage two separate sheets: One for each of my team members (source sheet) One for the service team that performs the work (destination sheet) The CopyRow workflow is triggered when a field…
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Sheet full Warning and Workflow Additions
We had an issue today that seems could have been avoided. All our project sheets have a cell for each row that can be checked by the user to remove the row if they do not want to use it. These rows are moved to our "Dump Sheet" via an automation workflow. sometime in the last couple of days, the Dump Sheet apparently…
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Office Clinic Patient Registration Booking
I am looking to set up a booking system for a downtime project to be able to use in our offices (clinics). I would like to be able to see the rooms for that location and the availability for each time slot. Ultimately if a patient checks in they would then be assigned to a room during registration. 2. Is there any…