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I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns

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I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address.  I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered

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I have 5 project phases 1 thru 5.

Each phase has the same deliverables.

I have a Smartsheet with the list of deliverables for all phases numbered e.g. 1.01 for phase 1, 2.01 for phase 2..... 5.01 for phase 5.  See attached example.

I want to export to Excel only all the deliverable for a specific

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Referring to Row 6



I have a Status column and that can be Open or Closed.  It depends on the condition of the Progress column which can be selected from the following dropdown menu.  The first 4 conditions mean the Action Item is “Open”.  The last condition means the Action Item is “Closed”.