- Permissions
Hi I have an automation on a sheet that will ask for an update when a line item is due. Will the person assigned to the task receive the automation and be able to update, via the email form if the sheet has not been shared with them, or do they have to have the sheet shared with them to receive the notification and be able…
- Two workflows in one automation?
Is it possible to have two workflows in one? For instance, if someone is filling out our intake form, and they select a marketing tool called "Emma", I want the specific marketing person who handles that tool to be assigned to that ticket and to receive an alert that someone has submitted a ticket for it. Can I make both…
- Automation emails
My teams uses a process to send an email when certain thresholds are met. The recipient of that email is able to respond to the referenced row in SmartSheet. It would be useful for the assigned person to be notified when the recipient has responded. Is this possible?
- Set date in month column when another column used to set the date when task was completed
Hi Smartsheet gurus I have a need where I want to auto update a column corresponding to its month where in another column is used to set the date a task was completed - the need is to sustain the past months date in the month it was completed column - example - see attacehd sheet
- Primary Column
Hello everyone, I am using Smartsheet to manage a product database. The master sheet contains all the relevant data company wide and it automatically passes the information to specific sheets for certain regions based on automation. I created a form that allows me to add a product to the master sheet but I've run into a…
- Automated Workflow for Linked Cell Copying
I am trying to create a workflow that, when a new row is created, will copy over to another sheet. Also, when that row is updated, I would like for the changes to be automatically reflected in the second sheet. Right now, I have to link these manually, but would prefer to set up the linking in the workflow directly. Is…
- Is there a way to have a date change in autofill within a formula?
I am looking to shift the way my data is displayed so I can place it in a dashboard. To do this, I'd like to shift the information within to do a specific date and return that. My formula works fine, but I have to change the date for every single line. Wondering if there's a shortcut or something that I could do to avoid…
- Workflow automation for when a cell in a column does not change status
Trying to see if there is a work around for setting up a workflow automation to trigger when a status column does NOT changes status from planning to in progress after 14 days. I only see triggers for when a column or row has changed, but nothing for when a column doesn't change. Any suggestions?
- What is the date format applied when using a data placeholder in the message body of an alert?
I have a date field in the sheet and have formatted the date column with dd-mmm-yyyy. This format does not flow through with alert messages. Please advise what the standard format is that is applied as I would like to include information in the body of the message that informs this as my stakeholders are from all over the…
- Order Execution for Automated Workflows
What order do the workflows get executed in? I have a workflow to move a row, but it can only be triggered right away. If that happens will other workflow items also execute? Other workflows trigger off the same change and I need ensure they don't get skipped.
