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Recurring Task Tracker
Good afternoon, I set up a recurring task tracker for use by different groups within my department but am having trouble setting up the recurrence for automation. I would like the automation to begin the 25th day of each month (irrelevant what day of week) and repeat for the next 21 calendar days. As I go through the…
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Merged: Share set of automations between existing projects
This discussion has been merged.
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Can I copy an automation flow between projects?
I have a set of automations setup in a Project1 that I want to apply to another project2. How do I do that if both projects are already in progress and I can no longer use a template Project1 and Project2 is already created?
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Add specific text to a row, if a condition is met in another column in the same row?
Hello, I would like to have Smart Sheet add the words "Bad Index" in the status column if index column is "647373". I can use conditional formatting to highlight the row, but when I try to use an automation trigger the whole column displays "Bad Index". This is my workflow. When I run the automation it marks the entire…
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Trigger "when rows are added or changed" doesn't work
Hello all, I have created a Workflow to send a weekly email notification when rows are added or changed in a Sheet, but it doesn't work with "Run Now". It doesn't detect any of the changes made. I have created this Workflow on other Workspaces and it works fine. If you have any idea, why in this case it is not working, do…
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how to alert contacts in the row when the Planned date is about to reach?
What process should we use to automatically alert the contacts in that row about the status 3 days before the PP planned date?
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Turn All Automations Off or On
Sometimes i would like to implement changes to a sheet that would trigger automations that i don't want being sent out. One such sheet has several dozen automations. Turning them all off, implementing my change, and turning all the automations back on, could be a faster process.
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Hello - looking for help creating my sign in and out form.
I am fairly new (yet familiar with the possibilities available) in Smartsheet. I am in the process of creating a tracking form for my job to see anytime a device is in use and which employee is in possession of a shared device and what location they are working at that moment. I am collecting the employee's name and ID…
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Frustrated
Hi All - I am new to Smartsheets and I'm attempting to teach myself as I go. I created a sheet for every department that also has a form attached with specific questions to be answered. Department managers will use the form link provided to input their information daily. I am struggling with how to get these metrics to…
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Automate Update Requests
Hello, I am trying to implement an update process for our Staff Forecast Tracking Data Input sheet. For each project (grey rows), I would like to assign someone to update all the project staff's LOEs on a monthly basis. For example, an update request would go out to a specific staff member to update the 4/24 column of LOEs…