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IF Statement between Ranges
Hello, I am not sure what i am doing wrong in the formula =IF([Current Risk Score]@row < 15, "36 Months", IF([Current Risk Score]@row > 70, "3 Months", IF(AND([Current Risk Score]@row > 16, [Current Risk Score]@row < 29, "12 Months", IF(AND([Current Risk Score]@row > 30, [Current Risk Score]@row < 50, "6 Months"))))))…
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Workflow to Automate Document Generation?
What's the simplest process for using "Document Generation" when a new "Form" is submitted? Does anyone have a workflow that can automate this process without the need for a "Gatekeeper" or someone manually generating the row-level document after the form is submitted? Example - We have a PDF form that requires a signature…
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Syncing cells across sheets.
I have a process where I have multiple users entering data into their own individual sheets. I want copy from those multiple sheets into a single master sheet. I also want to update the master sheet cells any time a cell is updated from the individual sheets. I have been able to get this working, but the linking process is…
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Workflow notification - not providing correct information
When receiving the email notification, it does not show the added information but these set cells. This was not previously an issue, and without a workflow change it began doing this... Any thoughts on how to get it to just show the changed or added rows?
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Copying specific rows when specific dates are reached
I have built out multiple schedules on smartsheet for a couple of different departments. I'd like to copy all the rows of the different sheets for all the employees working that day to a centralized sheet. Then after 24 hours, the sheet gets wiped and it starts over. I'm looking through the workflows and I'm not quite sure…
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How do I set up my sheet to reflect changes made in another sheet?
Hello! I am new to Smartsheet and trying to figure out how (and if it's possible) to set up a workflow or formula to reflect changes made in another sheet. Currently, I have one sheet set up that's linked to an intake form. I am using this sheet as a "master sheet" to track all submissions. Additionally, within this master…
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Online Active Performance Monitor on sheets
I recently ran into a situation where important automated row moves were getting stuck for sometimes hours at a time, instead of moving immediately based on their automations trigger. The structure was: Automated Move Row 2, from the Intermediate Sheet to the Final Landing Sheet, was the one getting stuck. I had…
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Re-submit for approval
I'm trying to work out a workflow that allows someone to re-submit for approval. I'm not sure how to record an update to a previous denial. Sequence Request submitted-> Approval Request to VP VP Declines-> Notification sent to requestor Requestor updates request (existing request in sheet) -> here's where I lose the…
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Hello,
I am currently working on a digital performance evaluation. I have created a smartsheet with employees names, supervisor email, 30 day review date, 60 day review date, and 90 day review date. I have created a smartsheet survey for the employee to complete and a survey(evaluation) for the supervisor to complete. I would…
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Can I restrict edits to a specific column until a resource is assigned?
I am working on a sheet that contains Maintenance tickets (each row is a ticket) and would like to make it that the status of the ticket ("Status" column) cannot be changed from to "Complete" until a resource has been assigned to the row. Is this functionality possible?