Hi there! Has anyone tried this? We have one case for each row and they have basic open and closed statuses. Higher management wants to get involved in monitoring the list when the number of open cases goes above a count of 300. I added a hidden column with an if statement that will turn 1 when the number of open cases…
I am setting up a sort of hybrid project with a large cable manufacturer, the project started and stopped during COVID and they had no task management. I am to use SmartSheet for the project plan, which I have mostly in place other than sites not visited yet. At the end of the day, I am standing up an OT network at several…
I have multiple workflows while testing that are in waiting status, but will be waiting forever since the workflow failed. How do I stop these, or are they supposed to be in waiting forever?
I've just begun to use datashuffle, and have set-up my first workflow, merging data from a CSV file and adding rows / updating cells based on a key column value. All the columns are mapped etc, and the automation occurs upon attaching the CSV file. I've noticed that any data that is merged / added (Most of this data is…
Hello Community, What I am trying to do here is to display the milestones achieved by each client. The milestones are contained in children rows. The way to identify those milestones would be displaying the row with the highest date within its own family group and box check checked. Once I am able to filter the rows that…
My team is developing a process for risk acceptance between departments and IT. We have a preliminary process that currently lives in a Word document and we wanted to see if it can be put into a more automated process in Smartsheets. There are 2 parts to the document that each require signatures/sign offs. The process is…
I'm working on a project to automate the flow of processing between multiple staff, each task will have 1-3 days to process [due date] depending on the task. Is there a way to assign the due date through the automation process? I have it assigning when the previous person has completed their task, but I'm not seeing how to…
Every time I put an automation to move cells to another sheet, they end up at the bottom of the new sheet. Is there a formula I can use so that they can start coming in at the top? Thank you!
I created an intake request form and it has a status field that on submission is set to Submitted as default. A email is triggered to the team that a new intake was submitted. The process then requires someone on the team to review it and set up a discovery session. Is it possible when the status changes from Submitted to…
I have two sheets that workflow to a separate sheet. One sheet will put the cells at the top and one will be brought to the bottom. How can the cells be workflowed to the top of the separate sheet.