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Complex Automation
In a sheet, in the primary column (Task Name), I have multiple parent rows with all of the same child rows beneath each parent row. A simplified example is each Parent Row is a new lot number, with two associated child rows called "Date of Shipment" and Date COA". There is also a drop down Status column. I want to create…
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Conditional Formatting in Rows Resulting from Formulas
Hello, This might be somewhat of a long/confusing one. I am trying to figure out how to better automate categorization for blood pressure categories when being placed into a sheet. For example, in the image below the column "BP" is where the initial number is input. I then put a LEFT formula in the column "Sys formula" to…
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Automation Rule: Change Status to In Progress Based on % Complete Between 1% and 99%
I’m trying to set up an automation rule in Smartsheet where the “Status” column automatically changes to “In Progress” when the “% Complete” column is updated to a value between 1% and 99%. I noticed that there isn’t a “between” function available when setting conditions in the automation workflow. What is the correct way…
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Distinguish Access Acceptors from Admins
Our sheets & workspaces require many people to have Admin level capabilities, which means that when someone requests access to a sheet or workspace, that email is sent to every Admin. This causes confusion and higher risk of no access granted (because people have learned to ignore the emails) or the wrong level of access…
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Can automated emails from a sheet be forced to individual emails?
Smartsheet is currently combining my automated emails from multiple lines into a single email. Is there a way to force each line to get its own email? I have column placeholders in the subject and body of the message, but it always combines lines into a single email when the automations are triggered at the same time for…
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Merged: Allow automation emails to send to Smartsheet group
This discussion has been merged.
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Data Shuttle Collaboration Improvement Opportunities
Being able to share Data Shuttle workflows is great, but there is much room for UI and UX improvement. For starters, Ownership is invisible/unclear. There is no indicator that one of the collaborators is the Owner, or even that there is an Owner. The Workflow Sharing settings just show all Managers as equals. Then the…
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How do I keep parent child row structure when moving items to and from other sheets?
I am working on setting up recurring tasks for my teams timeline sheets. I have 2 sheets set up to help the recurring task functionality. My question though is around if it is possible to set something up so that when an item is marked as complete the parent and all child rows are moved and they maintain that structure?…
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Rows could not be added to the destination sheet because it did not have enough cells remaining
I have a blank sheet that serves as a "backup" for our main sheet. We have an automation that copies the data from the source sheet to the to the backup sheet once a week. To work around the fact that smartsheet doesn't have a built in way to delete data, we also have a blank excel file that "uploads" to the backup sheet…
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Merged: Forms Set to Expire
This discussion has been merged.