- Automation Workflow run on the 1st of the month
Hi I need to have an automation run on the first of the month based on the approval date and I'm not sure how to do it. For example, if the approval date is done 5/8/23, then the automation should run on 6/1/23. I believe I need to create a helper column that would house the formula to calculate the 6/1/23 date but I'm not…
- Need help with an NETWORKDAYS formula to pause the day count when a Status is selected
I need help with a NETWORKDAYS formula that will count TODAY() if Escalation Completed Date is blank and pause day count if the Escalation Progress is "Phase 0: On-Hold" and the column for On-Hold Date has a date recorded (and will still count as TODAY() if blank). Current Formula I am trying after searching in the SS…
- Clickable URLs in MS Teams alerts
Hi there, We use the Smartsheet alerts in MS Teams to let the company know when the editorial team has posted new content. However, the URLs in the alerts are not clickable, even if they are on the source sheets. I understand this is expected behavior. It would be fantastic if we could have clickable alerts in the Teams…
- How do I stop a time-based reminder once an action has been completed?
Hi, I'm using a Form to pull information about different tasks and using time-triggered reminders for recipients until the task is completed. I want to avoid continued reminders after the task has been completed by using an automation to cancel the reminder, but haven't found a workable solution so far. Any ideas on how to…
- 在自动化工作流分配人改变
I created a round robin process that takes the next person on a list of people and automatically assigns a project to them when it is added to a project list. If that person is out of the office, I created an automated workflow where if a project was assigned to them to re-assign it to the next person on the list. The…
- linked sheet update
HI, I am creating a sheet for our billing department. The sheet is based on the information entered/updated on another sheet. I did link the entire column of the main sheet but the information is not updating when the main sheet updates. As the screenshot below, is the one that I made for the billing department. What did I…
- Additional data/fields for contact
Hello Team , The Contact feature as of now include only contact name and email I would like to suggest to add more fields for a contact . Example : Mobile and Phone , Address and photo specially for non smart sheet members This is will help us to reduce adding many columns that not needed just to add above data. might have…
- Personal Workflow Automation Library that sheets can reference as needed
I'd like to be able to build my own library of workflow automation and be able to "apply" selected workflow automation directly from the Project Plan Smartsheet. Also be able to share my library with others in my account that they may include into their own library so they do not have to reinvent the wheel. Advantages: 1)…
- How to cross reference dates on a master sheet and then edit those dates on different worksheet?
Total noob here. I have a master sheet with 4 critical dates in regards to completing a major project (new restaurant opening). The critical dates are subject to change as some parts of the project are subject to be delayed due to construction, permits, etc. I would like to only have to change the dates on the master…
- Autogenerate IDs built off of other IDs?
Hello! I'm trying to auto-generate IDs that build off of another ID. The formula I'm currently using is: =[Initial ID]@row + "-R" + COUNTIF([Initial ID]:[Initial ID], [Initial ID]@row) I would ideally have it set to: =[Initial ID]@row + "-R" + COUNTIF([Initial ID]1:[Initial ID]@row, [Initial ID]@row) But that's not allowed…
