Automations

Good day, I have the above simple automation to copy a row to another sheet when a specific checkbox is checked. I am having two issues: The automation does not run when the box is checked When I run the automation manually, all the rows in the first grid, are copied to the destination grid. How can I fix the automation…

Here is my goal: I need to create an image where the image has multiple areas. If one clicks on the that are (much like an image map in HTML). Then I need a secondary window to open where the use would select the status on that area. In Progress, not Started, Complete. But also I need it to show the last note added to that…

I have a vision i know what I want but I cant seem to figure out how to do it. Anybody up for a zoom or teams call to help me?

Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…

The Issue My project-specific metadata sheets use INDEX/MATCH formulas that reference the Intake sheet using a Project ID. When the automation archives rows from the Intake sheet, these formulas break because they can no longer locate the source data. Example formula: =INDEX({Project Intake Name}, MATCH([Project ID 1]@row,…

This discussion has been merged.

This discussion has been merged.

Trying to understand why we don't have the option to remove a status by automation. For example, when external customer approves a proof, it fills in "APPROVED BY CUSTOMER" which then triggers automation, but the existing status of "SENT TO CUSTOMER FOR APPROVAL" remains as I cannot set automation to do that.

Is anyone else experiencing delays with automations today? I started noticing it right after I saw the recent layout update. Just checking if others are seeing the same issue.

Hi. Goal1: For project management purposes, I am trying to compare project "Current Start Date" column in one Smartsheet (SmartSheet #1) against a "Q2 Start Date" column from another Smartsheet (Smartsheet #2). This is to compare the latest/daily Current Start Date against the Start Date that was planned in Q1 for a list…