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Generating a Document
I want to generate a document using DocuSign and I know with the fillable PDF you can use information gathered from form entries for the PDF document. My problem is that I cannot get DocuSign to pull in the email's from the contact lists columns. It is my understanding that this is a possibility but I just cannot get it to…
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Using an IF formula for Parents, Children rows
Hi all, I'm currently trying to see if there's a formula that can be used to affect the parent row (row above the indented row) after a certain condition has been met within the children row (indented rows). Please see the image as a reference. In this example I've set up, I'm trying to figure out if there's a formula that…
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Trying to combine 2 formulas into one, each formula with multiple conditions
Hi All, I'm fairly new to formulas here on Smartsheet and have been racking my head over this one to no avail so far. I basically have two formulas that I am trying to combine into one, and each formula has multiple conditions. In the first formula, the conditions to be met are that if both columns of Date Received are not…
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Is there an automation/formula that allows a copied row to be updated?
I have created a master sheet for grant invoicing. We have 14 different institutions who received the grant and who will be submitting invoices to the master sheet. I have created a workflow for each institution so that when they submit to the master sheet, that row will be copied to a separate Smartsheet with just the…
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Do automated workflows operate on specific rows?
Hello, I want to set up an automated workflow that triggers when a column is changed to meet a specific criteria. When this trigger is met, will it run the workflow on every row in the table, or only the specific row which the trigger was met? My sheet has hundreds of rows and will likely have rows that change and meet…
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Project-based timesheet approval + automatically add team members to a project
Issue: For a Project-based timesheet approval flow it is necessary to add the team members to a project. A Project Owner needs to add someone to the project first to be able to see their time submission. Booking someone for a project for the first time, would make this person a team member. However, RM isn't handling this…
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Converting Workflow Automations into Process Maps
Hi all, Long time listener, first time caller here. I was curious to see if this functionality exists in Smartsheet already or if anyone has figured out a best practice on the following... We have several Smartsheets that are deeply intrenched in workflow automation. As I work on process mapping and documentation for the…
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Predecessor with Calendar Days on One Item
When invoicing, we use a NET30 policy where the payment is due in 30 calendar days. The remainder of our project timeline functions in working days (Monday - Friday). I want the "receive payment" step (line 31) in our timeline to be dependent on the "send invoice" step (line 62) and to appear in the tasks when the invoice…
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PDF Not Generating For Certain Statuses
Hello, I have created a bunch of workflows that are supposed to generate a PDF when all fields under 'Status' column are selected. Some work, while some give me an 'unable to run' error. Looking into these workflows has yielded no insight on what could be wrong. Has anyone experienced something similar?
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Auto-populate emails on a "contact list" column
I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns ("Requestor Name") is in the Form where they type in their names. The "Requestor Name" column is a Contac List column. My issue here is, how can I have Smartsheet…