Automations

So I have a list of tasks with parent an child rows, see below example of 1 task with 5 children: I want to make an automation to send an update reminder prior to the due date I do not want it to send individual emails for the parent and child rows I just want it to send an update on the parent rows with child rows…

I am sure this has been asked before, but I have scoured many forums and attempted many solutions but to no avail. My issue: I have a sheet (let's call it master) that holds metadata. I also have another sheet (let's call it Department) that relies on a single piece of metadata from Master, but also requires the ability to…

Hi all! I'm back with an old problem that rattled me a few months ago. Basically, when a task is completed, its date of completion is saved. For the sake of being able to a process this data in a more comprehensive manner, we want to take that date, and assign it a "weekOfCompletion". Another note, is that the weeks here…

With one of our clients, we are running into the 20,000 sheet row limit, and I was wondering what others have done to work around this issue? My first instinct is to createduplicate a sheets, and then use a report to pull it altogether in the end. It's a pretty manual solution, so I'm looking for something more automated…

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Hi Everyone, I have two separate sheets. Sheet 1 is a database of all my different suppliers, which has their name, email, and specific item which they supply. Sheet 2 is where I specify what item I would like to procure at a certain time. Once I specify the item I want to procure in sheet 2, How do I automate an email to…

Hi all. I am trying to notify a coworker when a customer has multiple entries on our sheet. I currently have it set up so they are notified, but it only includes the new line that was added showing it was flagged as a duplicate. Is there a way to have the email show both rows in the email notification?

Hello Smartsheet group, I am facing the same issue trying to test an upload workflow. I have created an upload workflow that will pull from OneDrive - XLSX file and replace the rows of information into my target Smartsheet file. For some reason the target Smartsheet file is only deleting the rows of data and not uploading…

I am familiar with the copy cell automation to a different sheet. However, I am having trouble figuring out how to do this with one sheet>middle man sheet> to end sheet. The sheet in the beginning will constantly have additions with new dates and I want them to flow into a new middle man sheet (that will be created from a…

Hello, I know this is a repeated question. As an alternative to transferring the sheet ownership. How can someone create a service account? - I assume I have to ask the company to create an email address first and then transfer the ownership to the new service account as a free Smartsheet user. Any risk in doing that?…