是there a way to automatically add an entry on a monthly basis?
Hi, all.
I have recurring expenses monthly and it would be cool if I could have a new entry appear every month. Is there a way to do this? Thanks!
Comments
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Andrée Starå ✭✭✭✭✭✭Hi Bret,
是it the same amount each month or do you want to add different ones each month?
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too,[email protected])
有一个很好的一天!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Hi, Andrée.
Yes, same amount each month. ?
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Andrée Starå ✭✭✭✭✭✭
Thanks!
Yes, it's probably possible.
Can you tell me more how it should work so I can get a better understanding of what you want to accomplish?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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I have a list of departmental expenses that I keep track of. I upload a pdf of the individual expense to a new line on the sheet. Each line has the pdf, the date, description, price, comments. I would like all of that info (except the pdf) auto-added to a new line on a specific date every month. Then I can manually attach the pdf receipt. Thanks!
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Andrée Starå ✭✭✭✭✭✭
Thanks!
Could you share the sheet or a copy of it and remove any sensitive information?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Andrée Starå ✭✭✭✭✭✭
Hi Bret,
I'm glad we got a working solution set up.
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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How did you resolve that? I have a similar need. I manually add the same line of content to a specific SmartSheet once a month. I would like to automate that task. Thank you in advance for your assistance.
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Andrée Starå ✭✭✭✭✭✭
Hi Aura,
There are a few different ways to structure a solution.
Can you describe your process in more detail and maybe share the sheet(s) or somescreenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
I hope that helps!
有一个很好的一天!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Categories
<\/p>
=VALUE(IFERROR(JOIN(DISTINCT(COLLECT([Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, [Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, <>\"\"))), \" \"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109460,"type":"question","name":"IF \/ OR formula then Check a Box","excerpt":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1) OR([Study Status]@row = \"In Start-Up\", 1))","snippet":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1)…","categoryID":321,"dateInserted":"2023-08-25T13:30:39+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T16:21:27+00:00","insertUserID":9250,"insertUser":{"userID":9250,"name":"Susan Swisher","url":"https:\/\/community.smartsheet.com\/profile\/Susan%20Swisher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T16:23:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T01:32:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":46,"score":null,"hot":3385956126,"url":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109460,"commentID":392616,"name":"Re: IF \/ OR formula then Check a Box","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392616#Comment_392616","dateInserted":"2023-08-25T16:21:27+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T01:32:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T15:13:03+00:00","dateAnswered":"2023-08-25T14:14:39+00:00","acceptedAnswers":[{"commentID":392575,"body":"
Give this a try:<\/p>
=IF(OR([Study Status]@row = \"Active\/Open to Accrual\", [Study Status]@row = \"In Start-Up\"), 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109457,"type":"question","name":"Conditional Formatting (modified date not in the last 3 weeks)","excerpt":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated (last 3 weeks) should be highlighted in yellow. Is this spmething that can be done directly within conditional formatting or should I first create a…","snippet":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated…","categoryID":321,"dateInserted":"2023-08-25T12:33:14+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161267,"lastUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3385935251,"url":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":109457,"commentID":392553,"name":"Re: Conditional Formatting (modified date not in the last 3 weeks)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392553#Comment_392553","dateInserted":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T12:40:09+00:00","dateAnswered":"2023-08-25T12:37:47+00:00","acceptedAnswers":[{"commentID":392551,"body":"
There is no direct way to do this. Adding a checkbox helper column with something similar to this and then formatting based on the checkbox is the simplest way. You can even hide the extra column, as there is no reason for it to be visible.<\/p>
=IF([Modified Date]@row < TODAY(-21), 1, 0)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4991,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
