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Assistance pulling information from one sheet to another automatically
Hello, SmartSheet Community! I could use your help. I have created an example of my problem below. The actual sheets have many more columns. Sheet A needs information sorted by Person Name; Sheet B has information sorted by Pet Type. Sheet A - This is where I would like information to be filled in automatically based on…
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Personal Workflow Automation Library that sheets can reference as needed
I'd like to be able to build my own library of workflow automation and be able to "apply" selected workflow automation directly from the Project Plan Smartsheet. Also be able to share my library with others in my account that they may include into their own library so they do not have to reinvent the wheel. Advantages: 1)…
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Automated Workflow Trigger
Is there a way to set an automated workflow trigger based on one specific task rather than any time ANY task changes? I'd like to have the completion of one task (when checked as Complete) trigger a start date being added to a new task. Then I can set a trigger for an email to be sent to that Assigned Person that the Start…
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Merged: Increase Expiry Limit for Attachment Links Sent from Workflow Automations
This discussion has been merged.
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Parent Child Relation in Dynamic View
I was wondering if there was a way to display the parent child hierarchy the same way it is shown on the main sheet with just the data on the dynamic view of the sheet? I have a dynamic view where all completed and cancelled status projects show up, and would like them parent/child to be displayed as it is on the main…
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Merged: Update Request Mandatory Fields
This discussion has been merged.
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In trigger the option of Daily or Hourly is not working for me ?
I have 5 sheet distributed o five employee asking them to update sheet each month. All the entries will automatically saved to one master file which is my database for analysis. But each Control + S by an employee is creating another record in my master database, Currently the workflow is set to run when triggered but I…
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Automation is not working as intended
Hello, I am having a problem with my automations. I current have a few automations going on at once but to simply put I need one automation to skip a step if XYZ is applicable. So I have a few columns, a Status column (Dropdown: New, Level 1, Closed), Resolution column (text) and a Assigned to column (Dropdown: Admin 1,…
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Simultaneous Update of Project and Review Sheets, for Non-Existent Projects, with one form
I am part of a Solution Architecture department that uses Smartsheet to track project reviews. Our workflow involves two Smartsheet sheets: a Master sheet for basic project information (project name, ID, contacts, status), and a Review sheet for detailed review data (review ID, review name, review type, project name, and…
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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…