Ideas for how to automate distributing Meeting Agendas and Minutes ?

乔斯林贝利
乔斯林贝利 ✭✭
inSmartsheet Basics

嗨,我是试图创造e a meeting minutes template which both facilitates taking minutes against an agenda and also automates distribution of minutes to 'Attendees' when ready.

I am using multiple rows to list Agenda topics (under a parent Meeting Title line) and then logging the minutes for each topic in a neighboring column. The Attendees contact list is in child row #1.

Would anyone have an idea for how to send a chunk of rows to list of Attendees per meeting in an automated fashion? The idea being have a checkbox column for "Distribute Minutes" and send the correct rows to attendees when checked. The challenge is there isn't a way to group rows or for the automation to know which set of rows to send to same list of attendees...

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This has to do with how a milestone is represented (ie. a 0 day duration). If you hard type milestone without a predecessor or successor, it will show up as the beginning of that day instead of the end of the day. If you have a milestone that is following a standard finish to start logic, it will show up at the end of the previous activity. <\/p>

So, Task B4 in the backwards version is actually saying that the completion happened in the 00:00 hr of that day. if you put any activity in that has a duration and uses the start to finish relationship, that activity will naturally finish at the end of the previous day. So, to get your example above to work, the finishing task would need to be 1 day long so it takes up the full work day. I found it easier to visualize if you zoom all the way in on the gantt chart so you can see the diamond symbol of the milestone at the beginning and end of the days when used in different set ups.<\/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":[]},{"discussionID":108291,"type":"question","name":"Conditional formatting in Gantt not working with dependencies","excerpt":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable dependencies, but I need those and don't understand why this should matter since I don't have any rules related to status or % complete in the…","snippet":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable…","categoryID":321,"dateInserted":"2023-07-29T22:50:55+00:00","dateUpdated":null,"dateLastComment":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164323,"lastUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3381404343,"url":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","format":"Rich","tagIDs":[219,319,437,439],"lastPost":{"discussionID":108291,"commentID":387971,"name":"Re: Conditional formatting in Gantt not working with dependencies","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387971#Comment_387971","dateInserted":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4N6Y1NCLVR43\/2023-07-29-15-46-58-281-29-moving-plan-smartsheet-com.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"2023-07-29 15_46_58-(1) Moving plan - Smartsheet.com.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-30T15:39:24+00:00","dateAnswered":"2023-07-30T09:21:36+00:00","acceptedAnswers":[{"commentID":387967,"body":"

Hi @smbailey<\/a> <\/p>

I hope you're well and safe!<\/p>

I can't see any rows in your screenshot that should be colored differently. Parent rows can't be changed.<\/p>

Can you share more screenshots with the conditional formatting options used on a few child rows?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help. <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":319,"urlcode":"functionality","name":"functionality"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"},{"tagID":439,"urlcode":"gantt-view","name":"Gantt View"}]},{"discussionID":108284,"type":"question","name":"Cross referencing same range across multiple sheets","excerpt":"I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line of the Program Data sheet to call out (e.g. Start Date, Team Lead 1, Team Lead 2, Team Lead 3, ...). I can't find a way to link each cell without…","snippet":"I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line…","categoryID":321,"dateInserted":"2023-07-28T22:46:52+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T13:25:17+00:00","insertUserID":164283,"insertUser":{"userID":164283,"name":"Gary S","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Gary%20S","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T16:03:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-31T17:29:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":25,"score":null,"hot":3381395529,"url":"https:\/\/community.smartsheet.com\/discussion\/108284\/cross-referencing-same-range-across-multiple-sheets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108284\/cross-referencing-same-range-across-multiple-sheets","format":"Rich","tagIDs":[334,446,472],"lastPost":{"discussionID":108284,"commentID":388018,"name":"Re: Cross referencing same range across multiple sheets","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388018#Comment_388018","dateInserted":"2023-07-31T13:25:17+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-31T17:29:17+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":"2023-07-31T13:32:38+00:00","dateAnswered":"2023-07-31T13:25:17+00:00","acceptedAnswers":[{"commentID":388018,"body":"

It is not possible to transfer cross sheet references from one sheet to another already existing sheet. Feel free to submit an enhancement request using the \"Product Ideas\" tab at the top of this sheet.<\/p>


<\/p>

If you have created these cross sheet references and then \"save as new\" the project sheet, the cross sheet references will copy over as well. It is just transferring them to an already existing sheet that isn't possible.<\/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":334,"urlcode":"automations","name":"Automations"},{"tagID":446,"urlcode":"update-requests","name":"Update Requests"},{"tagID":472,"urlcode":"cell-linking","name":"Cell linking"}]}],"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":4895,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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