Automations

I would like to be able to program SmartSheets to send a notification of upcoming dates (i.e. 90 days before the date shown in SmartSheets) to specific people. I have played around with the notifications option and can't seem to get it fine tuned. It notifies of all future dates, not just those that fall within 90 days.

Hi all, I am looking for advice on the best workflow to manage inventory deductions. I currently have two sheets where Sheet 1 (Master Stock List): Contains hundreds of items, locations, and catalog numbers. Sheet 2 (Weekly Usage): Operators log items used during the week by scanning QR codes. Currently, Sheet 1 uses a…

Hi all, I’m looking for advice on the best workflow to manage inventory deductions. I currently have two sheets: Sheet 1 (Master Stock List): Contains hundreds of items, locations, and catalog numbers. Sheet 2 (Weekly Usage): Operators log items used during the week by scanning QR codes. Currently, Sheet 1 uses a SUMIF…

Hi, I have two sheets containing a table of items. Sheet 1 is for entire item list and sheet 2 is for items used in a day. I want the sheet 1 to check the sheet 2 and reduce the numbers in the sheet 1 automatically. The problem I need to match two criterias. I tried following after making it work for one criteria. Any help…

We have some jobs that are repeated and require a standard set of tasks to be completed. I would like for when certain job types are added to a sheet that it creates a standard task list in another sheet. For exmple, when a kitchen renovation is added to the Sheet 1, I would like 10 specific tasks to be added to Sheet 2.…

I'm a Power Automate Novice and I'm not experienced in expressions. I am building a data flow in Power Automate to create a new Sharepoint folder when a new row is created in my smartsheet. I can get to the stage of creating a new folder however I would like to name it based on cell data in the row. I have tried to use the…

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Hello, Im building a long-range fiscal quarter date tracking sheet with preloaded due dates over multiple years . I need reminders to notify the assigned person only when the item is active , still unsubmitted, and within 30 days of the due date. I also want to avoid excessive reminder frequency. Also i want to generate a…

Hi everyone! I need to set up an automation that is triggered within a set number of days before the date listed in a date field. I need the automation to send an alert email to a new hire at most 7 days before the start date. I know I can set the automation to send 1 week before the start date, but if the new hire's…

This discussion has been merged.