- updating cells without loosing easy overview of historic data - how to?
We have a list of customers, where the invoice changes from month to month according to use of specific items. Example: Customer A will in January pay for 2 item Y, 0 zero item X, and in February pay for 3 item Y, 0 item X and in March pay for 1 item X, 3 item Y. Q1: Is it possible to have the customer update this…
- Best way to automate sending a row attachment to an outside client?
For each job my business completes, we record the job and all information in a single row. Once the job is complete a report is generated with Smartsheet merge in Google Docs and saved to the specific row for the job which also includes the client's contact email. Regardless of how the attachment arrives at the sheet row,…
- Automation - Changing data on feeder sheet will update recipient sheet too?
Hi there, I was trying out the automation function to link important dates from several project plans to one central location that will act as a calendar. Automation is: If "Add to calendar" = checked, copy row to calendar sheet. The premise works well, but in cases where the date changes on the primary sheet, this does…
- Dynamic push of data into Excel from a Report
Hey guys, I need some help as I 'm trying to automatically import some data from a specific colum displayed in a Report into an Excel spreadsheet and I don't really know how to do it... Here's the steps I've followed in order to have the data displayed dynamically in my Excel spreadsheet : #1 - I've created a report in…
- Formulas and Newly Added Rows
Hi, Our case application requires a lot of movement of rows between sheets, and I am having an issue with Formulas not automatically applying to newly added rows which necessitates going into the sheets and manually clicking and dragging the formulas to newly added rows from the rows above (time consuming with multiple…
- missing image links in alert someone automation email
Help, We are receiving these emails in outlook 365 with 3 issues see the screen shot below: This seems to be a link to the smartsheet that triggered the automation. Not having the image display looks poor and I do not want the link to the smartsheet on the email (I noticed that the request an approval automation emails…
- Automated Updates
When I send and update request to more than 1 person - I understand I can add an Action to lock the row such that subsequent updates fails. 1) Is it possible to capture who updated - into a cell ? Writing a comment shows who updated - so I assume somewhere this information is collected. 2) Would subsequent updates be…
- Automation Based on Number Formula
I have a Number column with a formula as below, where the number keeps changing ( where [column] is a date column ) =TODAY()-[column]@row I want to send reminder alerts and update requests automatically as the number keeps changing ( say 1, 5, 10, ... ). Will this be caught in a Automation Trigger such as Row Changed…
- Do daily update requests get sent out during non-workdays?
We have an update request that will ask foremen to update the percent of a job they have done. The update request is set to trigger daily by using the date trigger option in the automation menu. Would these requests be sent out during non-workdays?
- Automation not following Conditions set
I'm not sure what I am doing wrong with my automation. I have an Update Request and an Alert automation set up as one Workflow to send out if an upcoming task is less than 70% complete and is not a Parent Row. The problem is I continue to get notifications for rows that are 100% complete and rows that are Parents. What am…
