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Workflow Automation Not Applying to Child Rows
I'm sure I'm missing the simply answer here, but my automation is set up to check a box and turn a row red when a due date is within the next 7 days. It works, but only on the parents rows. I need it to work on the child row tasks. I would prefer if there was a way for it to ONLY work on child rows, but I'll take an…
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Dynamic View Automation or anything that could help me in Smartsheet?
Hello, I’ve been using Smartsheet for 5 months and have a question about creating personalized views (Dynamic View) for each of our 300+ customers. Each view will have identical columns but different rows of data. We plan to have each customer create a Smartsheet account for individual tracking. Is there a way to automate…
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Manage Workflows (4) going to everyone instead of assigned approvers - help!
I manage a large training program of surgery residents and we use Smartsheet to manage the numerous requests we get for travel approval for conferences. This is the workflow we have that has worked fine up until about two weeks ago. Now when a resident submits a request, the request and response goes to ALL recipients in…
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CHECK BOX IF TWO CELLS MET THE CRITERIA
Hello, as you can see, I have a form and if a employee selected a certain date and certain time, what is the formula to tick or check the box on the circled part of the picture. Please share with me the formula. Thank you
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"copy row to another sheet" - Sometimes row gets copied down at the bottom?
Hi, When there is a workflow to copy a row to another sheet, why does the copied row sometimes appear down at the bottom of the sheet, leaving ~50 completely empty rows in-between the last row or text? I know technically smartsheet must be sensing that the rows in-between are not empty, but does anyone know what causes…
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Can I trigger an update request once the date is 'today's' date
I want to send an update request once the date in a cell is reached. I have set the trigger to be when the cell value is "=[TODAY]" but that doesn't seem to be working.. Can someone help with either my cell settings or the workflow automation settings?
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Can I set Series of SMS (Drip SMS) for Smartsheet reminders?
I'm curious about using a series of text messages (Drip SMS) for reminders in Smartsheet. Has anyone successfully implemented this feature?
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Add 'Refresh Sheet' to work flow
I have a sheet which is full of formulas pulling data from a number of different sheets in order to graph the data onto a dashboard. I have noticed some issues when looking at the graph on the dashboard recently and have just figured out it is because the sheet requires updating. A few of my formulae reference TODAY(), to…
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Pre-Filled Criteria and Automatic Alerts
Just looking for some clarification regarding triggering workflows. We've recently been attempting to use SmartSheet to notify university employees about their work assignments for commencement. Because we wanted a fast way to collect data that we could pre-load into SmartSheet, we used another platform, created an excel…
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Merged: Predecessor links maintained when copying rows
This discussion has been merged.