1.Detect new worksheet row
Integrate Smartsheet and sheet workflows to trigger per-row capitalization expansion when new resource entries are added.
Create monthly capitalization rows from new resource entries
Automatically monitor new rows in a configured Smartsheet worksheet for resource start and stop entries and capitalization inputs. Create and allocate per-month capitalization records by delaying, filtering, generating month lists, and adding rowsβso you can avoid manual allocation setup.
How this automation scales your monthly allocations
When new resource entries appear in a configured Smartsheet worksheet, capitalization can stay incomplete until someone expands the dates manually. This automation delays, filters, expands months with code and looping, and adds per-month capitalization rowsβso your team can reconcile allocations faster.
Smartsheetor swap with your favorite app
2.Delays for concurrent edits
Integrate Delay by Zapier and automation timing tools to pause 2 minutes so edits settle before month expansion.
Delay by Zapieror swap with your favorite app
3.Filters qualifying records
Integrate Filter by Zapier and data validation tools to continue only when the resource name is present and non-empty.
Filter by Zapieror swap with your favorite app
4.Generates month list from dates
Integrate Code by Zapier and scripting tools to run a script that returns month names from start and stop dates.
Code by Zapieror swap with your favorite app
5.Iterates over each month
Integrate Looping by Zapier and iteration tools to loop through the returned months and expose the current month.
Looping by Zapieror swap with your favorite app
6.Adds capitalization row per month
Integrate Smartsheet and sheet row creation tools to add capitalization allocation rows mapped by project reference and month.
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