-
Copy Row Automation - Eliminating Duplicates OR keeping latest Row entry/update
Hello fellow Smartsheeters, I am trying to capture entries from a project level RAID log and pushing them (based on specific criteria) to an Enterprise level RAID log. Specifically, any Risks or Issues that are created and updated need to be pushed to another sheet. I am familiar and frequently use the Copy Row Automation…
-
Automatic formula
Hello everyone, In some fields in my sheets I have formulas. Is there a way to automatically report these formulas when I add new rows? Thanks
-
Automatically assign project requestor to the workspace
As of now it is only possible to assign a group of users to the blueprint of whenever a new workspace gets created for a new project. My idea is that there would be a possibility to automatically include the requestor of the project to the workspace, instead of the whole group. Perhaps it could be as follow: User requests…
-
Basic Automation Workflow
Hi Community, I created a very simple automation where the trigger is when my % Complete row changes to 100% I want the Status cell value to change to complete. However it does not seem to be working. When I tried to run the workflow manually it changed all of my statuses to complete even if the % complete is less than…
-
Workflow to copy a cell and paste its value in another cell when the first changes.
Hello everybody I'd like create a workflow to copy the value of a cell date type when it changes to another cell in the same sheet. I can trigger the workflow when there's a change, however I can find a way to bring this value to the other column without using DataMesh or Formulas. In my case I want to avoid to use these…
-
Hello, i need some help how do i connect the %complete column to the status column
for example if the status says in progress i want the %complete column to automatically say 50% can anyone help me?
-
How do I make my Smartsheet columns update when I update the Form
I'm brand new to Smartsheet Forms and I'm on deadline. I accidentally created a Form tied to the wrong Sheet. After realizing my mistake, I duplicated the original sheet and fixed the new column headers (which had populated when I created the Form, of course!) and went back to the original incorrect Sheet ... I THINK it's…
-
How to guide a stakeholder through a multi-step monthly review process?
We are managing a portfolio of projects that cut across multiple teams. Each team has a "spokesperson" that is responsible for completing a handful of reviews each month for portfolio governance, such as: Review report showing project milestones that they own Review report showing project milestones that are owned by other…
-
Custom Auto Numbering Function
Hi! New Smartsheet user here, appreciate any help and guidance. I'm looking to create a formula to build a custom auto-number function. I'm including a screenshot for reference. I'd like to automate the Project ID column. Where the project ID is YEAR - CLIENT - CLIENT PROJECT NUMBER. Is there a formula out there that would…
-
How can I send automated updates to submitters?
I am setting up an automation for my client and am having trouble sending out automated messages and wondered if someone could help me with a solution. Here's the structure: Sheet 1: Reports are submitted monthly to sheet 1. (The submitters are not allowed to see the data in the workspace.) Approvers review the information…