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Data Shuttle adding rows not triggering automation
I have an automation set up that when a row a added and [*department* Completion Status] is empty them change [*Department* Completion Status] to "WIP" Does Data Shuttle trigger automations to run? if not is there a way to work around this?
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Multiple Problems on Same Sheet
I'm having multiple issues right now with this sheet I am trying to create for an inventory. 1: I created automations to generate documents, two different automations based on the Name of the item added. This worked but was creating multiple documents on the same row at the same time, and thus triggering an alert to a…
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Merged: Add Grouping to Report Exports
This discussion has been merged.
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Cell linking automation
I've been able to link cells from sheet to sheet but I can't find resources or videos on how to automate the process. I have to manually type the formula in the column of the other sheet whenever a new row is added to the master. I have a master sheet. When a certain status is selected at a row level, I would like to…
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Permissions and Controls: Being able to set row controls/permissions based on a contact in a column
Our team has run into the issue within one of our collective department initiative tracker and intake system with how to ensure teams cant changes columns and rows that dont belong to them. Example Problem: Our team has created a initiative tracker system that allows team members to view or add strategic initiatives to our…
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Workflow Automation Wait Logic
I'd love for the ability to add wait logic, which would be added somewhere in the middle of an automation, which would wait for certain criteria to be met before moving to the next stage. This could allow for my current process, involving a series of eight different automations into a single one, waiting and checking on…
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Pulling Data from SmartSheet into macro-enabled Excel?
Hello, I am new to SmartSheet and have been working on a project. Currently, the data I am working with is entered through a form by users and inputted from there into a SmartSheet. The data I am working with is free-text text boxes (so things like comments, etc.) and I was tasked with coming up with a way to sort through…
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Automation-Date in the past
I have a column named "Shipping Date" and then, a second column with a formula that gives us a date 5 weeks prior to that "Shipping Date". This second column triggers and automation to contact the customer once the date is reached. What if the line is entered and the 5-week gap is a date in the past? How should our…
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Restrictions on "Clear Cells" automation?
I want to set up a rule to have a cell contents cleared when the completed date is filled in another cell. I have used similar automation in the past, but when I try this time is does not give me the column of the cell I want to clear as an option to choose when setting up the rule. Are there restrictions on the cell type…
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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…