Automations

 

Discussion List

  • Conditions and Automation

    I have an automation which generates a document. I'd now like to add in some conditions to tailor which mapping is used based on a column value. e.g. if "Supplier" = X, use mapping 1 if "Supplier" = Y, use mapping 2 Is it possible to have nested IFs on the automation or do I need a separate workflow per supplier? Thanks…

  • Automated Update Request - some fields editable, others not

    Hello, I am trying to set up an automated Update Request for % Complete updates on a project plan. When I test the automation sending it to myself, the system seems to be randomly selecting what item can be updated. For instance, sometimes it is only the task name, others the task name and percentage complete. As I need it…

  • Is there a way to create a flow chart that leads to a result depending on how the user answers?

    Hi! I currently work in a manufacturing plant where in order to quote a new project we need to create a chart showing the number of people and the line speed required to run the project. I am currently the only one on my team that has the knowledge to make these, but would love to create a flow chart type system where…

  • Copy specific cells to another sheet

    Hi , Is it possible with automation function to copy specific cells from choice to another sheet with out copying the complete row with all columns For example To cop cells in column A, B and F to another sheet without copying middle cloumns D, E etc Thank you

  • Merged: Copy cell value(s) to another one if value/specific value is input in a specific cell

    This discussion has been merged.

  • Reducing intricacies that need multiple child sheets to 1 simple solution (datamesh bi-directional)

    @Genevieve P. Please please please make it so that you can either do a "report from reports" or have data mesh work in both directions. That or make it so that dynamic view can have logic for which fields are shown based on which column the current user is in. This is necessary because sometimes a user will be listed as…

  • Reports Filter Criteria Behaviour

    Hello Exports, I am building a report based on a source sheet. The report should extract the rows based on the criteria "This Week". Can you please take a look the pattern of screenshots and confirm if this is an expected behavior ? The data's appearing only when I am using "Is One Of" but not the other conditions. The…

  • Copy Row Automation working inconsistently

    Hi everyone, I am new to Smartsheet (only a couple weeks), and I'm running into a problem when using the "copy row" automation. I use the same automation set up on different sheets to bring the data I need into a sheet I use for calculations. However, on some sheets the automation works and on other ones it doesn't. By…

  • Prevent users unsubscribing from automation workflows

    It should be possible to prevent users unsubscribing from workflows as these can form part of a process notifying users or work/tasks etc. These users have been setup, they have not subscribed so they should not be able to unsubscribe.

  • Merged: record time in automation

    This discussion has been merged.