I'd like to automate the copying of a row into a secondary sheet when a cell is updated. Then delete any older versions, on the secondary sheet. I have already created a system column to create project ID's. I can find previous versions of the copied data, but I'd like to automate it so that when the new information is…
We have an Alert workflow that should not be sent for certain service lines. We currently us the "Any Value" trigger because we only want these sent when an Account ID is entered to the sheet. However, the conditions set to exclude that notice are still receiving the alert. Is this due to the "Any Value" trigger or is…
I'm using a form to populate my Smartsheet. If N/A is selected from a dropdown list the completed column for that section should be checked (see below). I can get it to work when selected in the Smartsheet using formula =IF(([Loan Servicing]@row)="N/A",1) but not if the selection N/A is being populated from the form. Thank…
Hi everyone, I'm very new to this and trying to generate a formula that will calculate deadline dates based on dropdown choices in another cell. If we get customer queries by phone, we have a deadline of 2 days' resolution; if we get them by email, it's 10 days. I would like to be able to auto-generate deadline dates for…
有办法aut的查看日志omated emails that have gone out? Some clients are receiving them and some are not so we want to have a system-generated log of what went out. Does this exist? The Activity log does not show this.
Hi =), It is likely a very easy solution for you guys. I've two columns one for the client names (Dropdown list) and another one for OTHER ( if they can't find the client name from the dropdown). I wanted to bring the OTHER client name automatically to the client name once someone enters data in the OTHER column. Goal is…
I would like to send out a form to a list of people on a specific schedule (weekly), so that they fill it in, and I collect the responses and report on the information. Can I use the Automation feature for this, or is this something that can be configured in the Form? How do I set up the automation feature to send the form…
I'm trying to create an Automation that sends an email when a cell in column is above a certain value. I would preferably like to reference the value of another cell in the same row in the email. I only seem to be able to create the Automation when the cell is exactly a certain value not above a certain value. As an…
Hello, I was wondering if it is possible to approach it differently since 'change cell value' to a date is not possible, it is only possible with columns: text/number, dropdown and checkbox in my case. I wanted to have an automation when a person which could be one of two following: contractor or permanent and I want it to…
