- Copy Row to overwrite formatting/Formula
I am trying to create a new sheet from a template in Zapier, (which is working fine). But I am next trying to copy a row from a "Master" sheet to that newly created sheet. It does create the new row, however it is always one row beyond my pre-filled formulas. In the template I have a formula to read information in [Column…
- 更新请求,显示发送,但没有Received
Hey all - Been using all the great functionality of SS for quite some time now. I have an Automated rule setup so that when a person Submits a certain thing, an Update Request is Automatically triggered. I've had several of our AEs reach out saying they're no longer receiving them, but when I go into SS, I can see that the…
- Copy Row Automation Does not work
Hello all Few months ago I set up an automation to copy a row from Sheet A into Sheet B when the value of a Cell is changed to "Signed" by a user manually. There is no formula driving this cell and the automation is as simple as the below screenshot. The problem is, this automation suddenly stopped working few weeks back…
- Data missing when moving rows?
Hi there, Has anyone noticed an issue with data missing when moving a row from one sheet to another? I have an automation that moves older rows in one sheet to an archive sheet once a month. However, it appears that data in at least one of the columns is missing. Any ideas what might cause this? Thanks! Jackie
- Automation to help with Daily Medical Intake Forms
I am having one hell of a time with the automation to help our school with being alerted to different issues facing out compliance with the Daily Medical Intake Forms. What I am trying to do is have a couple of reports sent but something is not making it run. Students' parents fill out the med form daily. Some of the old…
- Regular project updates
I have a sheet and want to automate a request to assignees to provide an update at the same time each month. How can I do this without a due date and a formula driven checkbox or flag that would trigger the request?
- Approval Sequence Workflow
Hello, I have setup an approval sequence workflow automation. The trigger is "when added or changed". However, I have had complaints from individuals they are receiving multiple notifications and if any of the rows are moved between sheets or cells are changed the approval sequence starts all over again. I need to stop two…
- Can I Automate entering/erasing data from a cell?
Is there a way to set up an automation so the content of a cell can be changed when one or more criteria is met? I have a sheet where I'd like the cells in a particular column to be cleared at a certain time everyday. Is this possible?
- Alerting Someone
Hi We are using the PTO & Project Staffing Template set and I would like to know if I'm able to set up an alert if someone exceeds their hours for the week? Currently it only shows as red on the Master Resource Roll up so, users are having to constantly flick between the two sheets to see the week they have over allocated…
- Create automated workflow to email out an excel export of Smartsheet
I would like to create an automated workflow to email out an excel extract on a daily basis. I am able to set up the cadence, however, it seems that we are limited to what an automated workflow can do. Am I missing something or is there another way to accomplish this?
