Automations
Discussion List
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Is it possible to create an "If" statement that includes a hyperlink?
I have a column of data which reflects the status of a project. Statuses include "Completed", "On Next Report" etc. I'd like to embed the report schedule into the cell when the project status is "On Next Report" so viewers can easily click and see when the next report will be published. In my head, this is something like…
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Quick Link or Chart for Capacity Limits
I am frequently having to refresh my memory of capcity limits for cells in a sheet, workflows per sheet, etc. It would a great tool to have a quick link to a chart in Help or Community that is quicker to find or easily searchable within Help. Thanks!
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Broken Workflows in Project Toolkit - Expected Behavior?
I am working on editing a project toolkit (similar to Smartsheet's PMO template set) and several workflows are set to "send to specific people". When my colleague tries to save the entire toolkit folder as new all of the workflows that are set to send to specific people break. The workflows are still there, but there are…
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Maximum Number of Automation Workflows?
I scrolled though here and can't find something to job my memory. I think I had learned it was 50--is that correct? Would be awesome to have a Capacity Quick Reference sometwhere in the Community or Help page. I would bookmark it or print it out to save searching and asking. :) Thanks!
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Building contingency into project plans
What is the best way to manage tasks that have a high degree of uncertainty in the duration? An example might be resolving a design problem – sometimes they are quick, sometimes they take a while. A previous software we used, allowed you to put in a best case and worst-case estimate for each task – effectively adding…
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Automation Condition
I have a form that captures user feedback and sends a summary every Friday for the previous 7 days. I would like to add a condition that if no new feedback was submitted the summary indicates "No new responses were submitted this week"
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How can I change the priority automatically based on a due date
Hi all, I have multiple rows of materials that need to be released before the due date, I have categorized them in Critical priority, Priority 1, 2, and Regular. Is there a way that smartsheet will automatically change the priority based on the due date entered if my team has not yet addressed the row?
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Automation Workflows don't copy over from Templates
It seems that when you make a new sheet from a template, the workflows contained within the template, do not copy over. Does anyone know a way around this?
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Multiple Sheets
Hi All, I have created multiple sheets and assigned different individuals to carry out their tasks in their own sheet. While I have set up the automation separately in the back of each sheet to move rows once certain criteria are met and move the sheet (Job) on to its next stage and next employee. I would like my original…
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workflow prioritization
I have a workflow where when an "owner" column is filled and a decision column is set to active it will move the row into an "active" sheet and on this sheet it checks if 3 columns are blank as at least one or all 3 need to be filled and moves it back to the original intake sheet if they are blank. This causes an infinite…