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Easy way to copy a nested row into the same sheet
Hello, I'm trying to create a workflow for one of our users to check off when making a new hire, and then when it's done, it'll get moved to an archive. The issue I'm running into is that I can't easily make a template for the users to copy when utilizing the sheet. I want users to be able to stay in this one sheet to…
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Update cell in main row based on values in a group of rows?
Hi there -- I have a sheet that does not use hierarchy, but does have a main row with related rows under it. The main row has a milestone "Primary" and the subsequent rows have Milestone 1, Milestone 2, etc. Within the milestones, there are tasks, such as Task 1, Task 2, etc. I would like the status on the primary…
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Merged: Ability to Lock Row from being deleted
This discussion has been merged.
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Equivalent to Asana Collaborator Notifications?
Hi all - we're in the process of trying to move from Asana to Smartsheet. In Asana, you can set "collaborators" on tasks and they will get notified of changes, even if they are not directly tagged in as the person its assigned to, or @'d in a comment. Is there any way we can replicate that in Smartsheet? I would love to be…
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Searching keywords from a list of words?
Hi, I have two sheets, say Sheet 1 and Sheet 2. Sheet 2 contains a list of words in one column (i.e. "Keyword"). Sheet 1 contains a column with status updates (i.e. "Comments"). I would like to set up a formula that searches if Sheet 1's "Comments" column has any matching keywords from the list of words hosted in Sheet 2's…
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Proper Safety Management System (ISO 45001)
Has anyone created a successful Safety Management System using smartsheet? If so, do you have a template?
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Copy Row Automation with System Columns
I have a source sheet which contains 2 system columns (auto number and modified date). When creating a copy row workflow from this source sheet to another destination sheet, i was getting the below error message. I removed the 2 columns from the destination sheet and this cleared the error however the workflow is still not…
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email notification
I would like to set up my orientation registration smartsheet to send an automatic email to the person submitting the registration form confirming the date of the orientation. I do not want to share the sheet with everyone completing the form. I have a contact list column (this is who should receive the email) and an…
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Auto-Sorting sheet hacks
Hey guys! I've long been searching for a way to make one specific sheet auto-sort, without having to create individual reports. I know this has been a requested feature for ages and that it's in the works. I was curious if anyone has come up with any clever workarounds that can be used while we're all anxiously waiting? I…
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Can you Move/Copy specific columns as part of a workflow?
Does anyone know if you can Move or Copy only specific columns as part of an automated workflow?
